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LexAurum Advisors, LLC: XLU position timeline

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

LexAurum Advisors, LLC held 11,644 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,644 shares
    Change vs previous 13F +448 shares

    0.06% of the 13F portfolio, value $527,939.

    13F-HR 0001729677-26-000010 filed by LexAurum 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 11,196 shares
    Change vs previous 13F +5,598 shares

    0.07% of the 13F portfolio, value $513,784.

    13F-HR 0001729677-26-000005 filed by LexAurum 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 ended2025-09-30
    13F 5,598 shares
    Change vs previous 13F +230 shares

    0.07% of the 13F portfolio, value $488,202.

    13F-HR 0001729677-25-000010 filed by LexAurum 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 ended2025-06-30
    13F 5,368 shares
    Change vs previous 13F -18 shares

    0.07% of the 13F portfolio, value $438,351.

    13F-HR 0001085146-25-003938 filed by LexAurum 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 ended2025-03-31
    13F 5,386 shares
    Change vs previous 13F +18 shares

    0.08% of the 13F portfolio, value $424,686.

    13F-HR 0001085146-25-002076 filed by LexAurum 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 ended2024-12-31
    13F 5,368 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $406,304.

    13F-HR 0001085146-25-000345 filed by LexAurum 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 ended2024-09-30
    13F 5,368 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $433,627.

    13F-HR 0001085146-24-004967 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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