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High Falls Advisors, Inc: XLU position timeline

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

High Falls Advisors, Inc held 5,172 XLU shares at 2025-12-31 per its 13F-HR filed 2026-02-18.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 5,172 shares
    Change vs previous 13F +1,223 shares

    0.04% of the 13F portfolio, value $220,793.

    13F-HR 0001569139-26-000001 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 3,949 shares
    Change vs previous 13F -805 shares

    0.07% of the 13F portfolio, value $344,385.

    13F-HR 0001569139-25-000002 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 4,754 shares
    Change vs previous 13F +118 shares

    0.09% of the 13F portfolio, value $388,202.

    13F-HR 0001085146-25-005304 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 4,636 shares
    Change vs previous 13F +18 shares

    0.09% of the 13F portfolio, value $365,584.

    13F-HR 0001085146-25-003034 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 4,618 shares
    Change vs previous 13F -569 shares

    0.08% of the 13F portfolio, value $349,549.

    13F-HR 0001085146-25-001518 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 5,187 shares
    Change vs previous 13F +606 shares

    0.1% of the 13F portfolio, value $419,041.

    13F-HR 0001085146-24-005983 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 4,581 shares
    Change vs previous 13F +520 shares

    0.08% of the 13F portfolio, value $312,124.

    13F-HR 0001085146-24-004025 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 4,061 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $266,587.

    13F-HR 0001085146-24-002650 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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