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Insight Advisors, LLC/ PA: XLU position timeline

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

Insight Advisors, LLC/ PA held 4,690 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 4,690 shares
    Change vs previous 13F -875 shares

    0.04% of the 13F portfolio, value $212,646.

    13F-HR 0001172661-26-003096 filed by Insight Advisors, LLC/ PA
    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 5,565 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $255,379.

    13F-HR 0001172661-26-001665 filed by Insight Advisors, LLC/ PA
    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 5,563 shares
    Change vs previous 13F +2,783 shares

    0.04% of the 13F portfolio, value $237,482.

    13F-HR 0001172661-26-000618 filed by Insight Advisors, LLC/ PA
    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 2,780 shares
    Change vs previous 13F +50 shares

    0.04% of the 13F portfolio, value $242,496.

    13F-HR 0001172661-25-004670 filed by Insight Advisors, LLC/ PA
    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 2,730 shares
    Change vs previous 13F -3 shares

    0.04% of the 13F portfolio, value $222,913.

    13F-HR 0001172661-25-002808 filed by Insight Advisors, LLC/ PA
    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 2,733 shares
    Change vs previous 13F +63 shares

    0.04% of the 13F portfolio, value $215,490.

    13F-HR 0001172661-25-001481 filed by Insight Advisors, LLC/ PA
    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 2,670 shares
    Change vs previous 13F -423 shares

    0.03% of the 13F portfolio, value $202,262.

    13F-HR 0001172661-25-000365 filed by Insight Advisors, LLC/ PA
    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 3,093 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $249,865.

    13F-HR 0001172661-24-004249 filed by Insight Advisors, LLC/ PA
    Filed (acceptance time not in the bulk data set), ingested

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