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INTERACTIVE FINANCIAL ADVISORS, INC.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTERACTIVE FINANCIAL ADVISORS, INC. on XLU, newest first. How the timeline and the estimate are built.

INTERACTIVE FINANCIAL ADVISORS, INC. held 33,878 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,878 shares
    Change vs previous 13F -259 shares

    0.94% of the 13F portfolio, value $1,537,658.

    13F-HR 0001419099-26-000003 filed by INTERACTIVE FINANCIAL 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 ended2026-03-31
    13F 34,137 shares
    Change vs previous 13F -449 shares

    1.02% of the 13F portfolio, value $1,566,591.

    13F-HR 0001419099-26-000002 filed by INTERACTIVE FINANCIAL 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 ended2025-12-31
    13F 34,586 shares
    Change vs previous 13F +15,303 shares

    0.95% of the 13F portfolio, value $1,476,501.

    13F-HR 0001419099-26-000001 filed by INTERACTIVE FINANCIAL 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 ended2025-09-30
    13F 19,283 shares
    Change vs previous 13F -5,788 shares

    0.91% of the 13F portfolio, value $1,681,674.

    13F-HR 0001419099-25-000002 filed by INTERACTIVE FINANCIAL 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 ended2025-06-30
    13F 25,071 shares
    Change vs previous 13F -273 shares

    1% of the 13F portfolio, value $2,047,338.

    13F-HR 0001085146-25-004233 filed by INTERACTIVE FINANCIAL 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 ended2025-03-31
    13F 25,344 shares
    Change vs previous 13F +604 shares

    1.06% of the 13F portfolio, value $1,998,406.

    13F-HR 0001085146-25-002434 filed by INTERACTIVE FINANCIAL 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 ended2024-12-31
    13F 24,740 shares
    Change vs previous 13F +961 shares

    0.98% of the 13F portfolio, value $1,872,624.

    13F-HR 0001085146-25-000832 filed by INTERACTIVE FINANCIAL 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 ended2024-09-30
    13F 23,779 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,920,878.

    13F-HR 0001085146-24-005236 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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