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Disclosery

IFG Advisory, LLC: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFG Advisory, LLC on XLC, newest first. How the timeline and the estimate are built.

IFG Advisory, LLC held 9,979 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,979 shares
    Change vs previous 13F +9,979 shares

    0.04% of the 13F portfolio, value $1,069,015.

    13F-HR 0001728319-26-000006 filed by IFG Advisory, 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 0 shares
    Change vs previous 13F -21,611 shares

    13F-HR 0001728319-26-000005 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 21,611 shares
    Change vs previous 13F -4,835 shares

    0.11% of the 13F portfolio, value $2,544,095.

    13F-HR 0001728319-26-000001 filed by IFG Advisory, 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 26,446 shares
    Change vs previous 13F +526 shares

    0.14% of the 13F portfolio, value $3,130,401.

    13F-HR 0001728319-25-000006 filed by IFG Advisory, 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 25,920 shares
    Change vs previous 13F -969 shares

    0.14% of the 13F portfolio, value $2,813,076.

    13F-HR 0001728319-25-000004 filed by IFG Advisory, 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 26,889 shares
    Change vs previous 13F +2,625 shares

    0.14% of the 13F portfolio, value $2,593,452.

    13F-HR 0001728319-25-000002 filed by IFG Advisory, 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 24,264 shares
    Change vs previous 13F +272 shares

    0.13% of the 13F portfolio, value $2,349,008.

    13F-HR 0002047201-25-000002 filed by IFG Advisory, 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 23,992 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,168,907.

    13F-HR 0001728319-24-000010 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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