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Ironsides Asset Advisors, LLC: XLU position timeline

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

Ironsides Asset Advisors, LLC held 56,991 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,991 shares
    Change vs previous 13F +248 shares

    0.61% of the 13F portfolio, value $2,583,993.

    13F-HR 0001615135-26-000003 filed by Ironsides Asset Advisors, 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 56,743 shares
    Change vs previous 13F -4,015 shares

    0.65% of the 13F portfolio, value $2,603,945.

    13F-HR 0001615135-26-000002 filed by Ironsides Asset Advisors, 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 60,758 shares
    Change vs previous 13F +30,081 shares

    0.66% of the 13F portfolio, value $2,593,749.

    13F-HR 0001615135-26-000001 filed by Ironsides Asset Advisors, 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 30,677 shares
    Change vs previous 13F +5,136 shares

    0.69% of the 13F portfolio, value $2,675,374.

    13F-HR 0001615135-25-000007 filed by Ironsides Asset Advisors, 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 25,541 shares
    Change vs previous 13F +2,056 shares

    0.6% of the 13F portfolio, value $2,085,668.

    13F-HR 0001615135-25-000004 filed by Ironsides Asset Advisors, 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 23,485 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,851,821.

    13F-HR 0001615135-25-000003 filed by Ironsides Asset Advisors, 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 23,485 shares
    Change vs previous 13F +325 shares

    0.51% of the 13F portfolio, value $1,777,580.

    13F-HR 0001615135-25-000001 filed by Ironsides Asset Advisors, 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 23,160 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,870,865.

    13F-HR 0001615135-24-000004 filed by Ironsides Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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