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HighPoint Advisor Group LLC: XLU position timeline

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

HighPoint Advisor Group LLC held 171,427 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,427 shares
    Change vs previous 13F -30,894 shares

    0.27% of the 13F portfolio, value $7,772,467.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 202,321 shares
    Change vs previous 13F +49,805 shares

    0.39% of the 13F portfolio, value $9,284,518.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group 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/A 152,516 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,510,926.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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