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Kovack Advisors, Inc.: XLU position timeline

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

Kovack Advisors, Inc. held 37,724 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,724 shares
    Change vs previous 13F -3,528 shares

    0.08% of the 13F portfolio, value $1,693,250.

    13F-HR 0001728321-26-000004 filed by Kovack 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 41,252 shares
    Change vs previous 13F -8,769 shares

    0.1% of the 13F portfolio, value $1,900,122.

    13F-HR 0001728321-26-000003 filed by Kovack 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/A 50,021 shares
    Change vs previous 13F +35,832 shares

    0.1% of the 13F portfolio, value $2,135,418.

    13F-HR/A 0001728321-26-000002 filed by Kovack 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 14,189 shares
    Change vs previous 13F +375 shares

    0.12% of the 13F portfolio, value $1,237,435.

    13F-HR 0001728321-25-000005 filed by Kovack 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 13,814 shares
    Change vs previous 13F -4,008 shares

    0.11% of the 13F portfolio, value $1,128,051.

    13F-HR 0001085146-25-004483 filed by Kovack 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 17,822 shares
    Change vs previous 13F +1,263 shares

    0.15% of the 13F portfolio, value $1,405,229.

    13F-HR 0001085146-25-002653 filed by Kovack 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 16,559 shares
    Change vs previous 13F +7,620 shares

    0.12% of the 13F portfolio, value $1,253,323.

    13F-HR 0001085146-25-000776 filed by Kovack 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 8,939 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $722,072.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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