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Disclosery

HBW ADVISORY SERVICES LLC: XLU position timeline

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

HBW ADVISORY SERVICES LLC held 29,298 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,298 shares
    Change vs previous 13F -1,481 shares

    0.12% of the 13F portfolio, value $1,328,367.

    13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES 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 30,779 shares
    Change vs previous 13F +6,440 shares

    0.15% of the 13F portfolio, value $1,412,443.

    13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES 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 24,339 shares
    Change vs previous 13F +12,396 shares

    0.11% of the 13F portfolio, value $1,039,029.

    13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES 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 11,943 shares
    Change vs previous 13F +1,108 shares

    0.12% of the 13F portfolio, value $1,041,566.

    13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES 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 10,835 shares
    Change vs previous 13F +1,664 shares

    0.11% of the 13F portfolio, value $884,772.

    13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES 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 9,171 shares
    Change vs previous 13F -57 shares

    0.1% of the 13F portfolio, value $723,165.

    13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES 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 9,228 shares
    Change vs previous 13F +275 shares

    0.07% of the 13F portfolio, value $698,476.

    13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES 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 8,953 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $723,195.

    13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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