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Grey Ledge Advisors, LLC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grey Ledge Advisors, LLC on XLU, newest first. How the timeline and the estimate are built.

Grey Ledge Advisors, LLC held 9,029 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,029 shares
    Change vs previous 13F +19 shares

    0.08% of the 13F portfolio, value $409,373.

    13F-HR 0001660694-26-000003 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,010 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $413,469.

    13F-HR 0001660694-26-000002 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,010 shares
    Change vs previous 13F +4,505 shares

    0.09% of the 13F portfolio, value $384,637.

    13F-HR 0001660694-26-000001 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,505 shares
    Change vs previous 13F -255 shares

    0.09% of the 13F portfolio, value $392,881.

    13F-HR 0001660694-25-000007 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,760 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $388,702.

    13F-HR 0001660694-25-000004 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,760 shares
    Change vs previous 13F +150 shares

    0.1% of the 13F portfolio, value $375,326.

    13F-HR 0001660694-25-000003 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,610 shares
    Change vs previous 13F -200 shares

    0.09% of the 13F portfolio, value $348,931.

    13F-HR 0001398344-25-000847 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,810 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $388,552.

    13F-HR 0001398344-24-019448 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).