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Disclosery

Intrua Financial, LLC: XLU position timeline

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

Intrua Financial, LLC held 93,665 XLU 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 93,665 shares
    Change vs previous 13F +67,923 shares

    0.4% of the 13F portfolio, value $4,246,768.

    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 25,742 shares
    Change vs previous 13F -54,783 shares

    0.13% of the 13F portfolio, value $1,181,318.

    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 80,525 shares
    Change vs previous 13F +55,631 shares

    0.38% of the 13F portfolio, value $3,437,600.

    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 24,894 shares
    Change vs previous 13F +14,502 shares

    0.25% of the 13F portfolio, value $2,170,984.

    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 10,392 shares
    Change vs previous 13F -73,389 shares

    0.12% of the 13F portfolio, value $848,582.

    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 83,781 shares
    Change vs previous 13F +65,349 shares

    1.03% of the 13F portfolio, value $6,606,109.

    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 18,432 shares
    Change vs previous 13F +12,258 shares

    0.23% of the 13F portfolio, value $1,395,099.

    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 6,174 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $498,706.

    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).