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Laraway Financial Advisors Inc: XLU position timeline

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

Laraway Financial Advisors Inc held 41,111 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,111 shares
    Change vs previous 13F +239 shares

    1.13% of the 13F portfolio, value $1,863,954.

    13F-HR 0001908275-26-000003 filed by Laraway Financial 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 40,872 shares
    Change vs previous 13F -91 shares

    1.32% of the 13F portfolio, value $1,875,628.

    13F-HR 0001908275-26-000002 filed by Laraway Financial 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 40,963 shares
    Change vs previous 13F +20,424 shares

    1.14% of the 13F portfolio, value $1,748,718.

    13F-HR 0001908275-26-000001 filed by Laraway Financial 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 20,539 shares
    Change vs previous 13F +60 shares

    1.22% of the 13F portfolio, value $1,791,192.

    13F-HR 0001908275-25-000005 filed by Laraway Financial 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 20,479 shares
    Change vs previous 13F -453 shares

    1.27% of the 13F portfolio, value $1,672,275.

    13F-HR 0001908275-25-000004 filed by Laraway Financial 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 20,932 shares
    Change vs previous 13F +39 shares

    1.31% of the 13F portfolio, value $1,650,510.

    13F-HR 0001908275-25-000002 filed by Laraway Financial 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 20,893 shares
    Change vs previous 13F +429 shares

    1.22% of the 13F portfolio, value $1,581,413.

    13F-HR 0001908275-25-000001 filed by Laraway Financial 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 20,464 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,653,052.

    13F-HR 0001908275-24-000005 filed by Laraway Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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