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Kercheville Advisors, LLC: XLU position timeline

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

Kercheville Advisors, LLC held 9,600 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,600 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $435,264.

    13F-HR 0002085853-26-000915 filed by Kercheville 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 9,600 shares
    Change vs previous 13F -3,401 shares

    0.14% of the 13F portfolio, value $440,544.

    13F-HR 0002085853-26-000413 filed by Kercheville 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 13,001 shares
    Change vs previous 13F -11,790 shares

    0.15% of the 13F portfolio, value $555,258.

    13F-HR 0002085853-26-000140 filed by Kercheville 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 24,791 shares
    Change vs previous 13F +1,050 shares

    0.65% of the 13F portfolio, value $2,162,021.

    13F-HR 0002085853-25-000135 filed by Kercheville 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 23,741 shares
    Change vs previous 13F +2,091 shares

    0.67% of the 13F portfolio, value $1,938,688.

    13F-HR 0001667731-25-000922 filed by Kercheville 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 21,650 shares
    Change vs previous 13F -450 shares

    0.7% of the 13F portfolio, value $1,707,103.

    13F-HR 0001667731-25-000453 filed by Kercheville 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 22,100 shares
    Change vs previous 13F -800 shares

    0.65% of the 13F portfolio, value $1,672,749.

    13F-HR 0001667731-25-000133 filed by Kercheville 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 22,900 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,849,862.

    13F-HR 0001890748-24-000004 filed by Kercheville Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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