Householder Group Estate & Retirement Specialist, LLC: XLU position timeline

Householder Group Estate & Retirement Specialist, LLC held 7,167 XLU shares at 2024-12-31 per its 13F-HR filed 2025-01-15.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 7,167 shares

   Change vs previous 13F -721 shares

   0.41% of the 13F portfolio, value $542,000.

   13F-HR 0001881590-25-000001 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 7,888 shares

   Change vs previous 13F -3,528 shares

   0.19% of the 13F portfolio, value $637,000.

   13F-HR 0001881590-24-000005 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 11,416 shares

   Change vs previous 13F +7,244 shares

   0.22% of the 13F portfolio, value $777,000.

   13F-HR 0001881590-24-000003 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 4,172 shares

   Change vs previous 13F -110 shares

   0.08% of the 13F portfolio, value $273,938.

   13F-HR 0001881590-24-000002 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 4,282 shares

   Change vs previous 13F -3,290 shares

   0.09% of the 13F portfolio, value $271,000.

   13F-HR 0001881590-24-000001 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 7,572 shares

   Change vs previous 13F +1,736 shares

   0.16% of the 13F portfolio, value $446,234.

   13F-HR 0001881590-23-000005 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-03-31

   13F 5,836 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $395,000.

   13F-HR 0001881590-23-000002 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2023-04-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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