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Disclosery

Intrua Financial, LLC: XLC position timeline

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

Intrua Financial, LLC held 28,845 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,845 shares
    Change vs previous 13F +10,177 shares

    0.29% of the 13F portfolio, value $3,090,156.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 18,668 shares
    Change vs previous 13F -6,310 shares

    0.22% of the 13F portfolio, value $2,069,488.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 24,978 shares
    Change vs previous 13F -395 shares

    0.32% of the 13F portfolio, value $2,940,413.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 25,373 shares
    Change vs previous 13F +290 shares

    0.35% of the 13F portfolio, value $3,003,372.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 25,083 shares
    Change vs previous 13F +1,062 shares

    0.39% of the 13F portfolio, value $2,722,305.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 24,021 shares
    Change vs previous 13F -235 shares

    0.36% of the 13F portfolio, value $2,316,817.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 24,256 shares
    Change vs previous 13F -1,921 shares

    0.38% of the 13F portfolio, value $2,348,194.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 26,177 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,366,421.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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