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Disclosery

Lynx Investment Advisory: XLU position timeline

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

Lynx Investment Advisory held 20,704 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,704 shares
    Change vs previous 13F +96 shares

    0.31% of the 13F portfolio, value $938,700.

    13F-HR 0002028812-26-000003 filed by Lynx Investment Advisory
    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 20,608 shares
    Change vs previous 13F -1,300 shares

    0.45% of the 13F portfolio, value $945,698.

    13F-HR 0002028812-26-000002 filed by Lynx Investment Advisory
    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 21,908 shares
    Change vs previous 13F +11,011 shares

    0.51% of the 13F portfolio, value $935,236.

    13F-HR 0002028812-26-000001 filed by Lynx Investment Advisory
    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 10,897 shares
    Change vs previous 13F -1,607 shares

    0.57% of the 13F portfolio, value $950,309.

    13F-HR 0002028812-25-000006 filed by Lynx Investment Advisory
    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 12,504 shares
    Change vs previous 13F +81 shares

    0.67% of the 13F portfolio, value $1,021,101.

    13F-HR 0002028812-25-000005 filed by Lynx Investment Advisory
    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 12,423 shares
    Change vs previous 13F +1,775 shares

    0.65% of the 13F portfolio, value $979,540.

    13F-HR 0002028812-25-000003 filed by Lynx Investment Advisory
    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 10,648 shares
    Change vs previous 13F +462 shares

    0.55% of the 13F portfolio, value $805,967.

    13F-HR 0002028812-25-000001 filed by Lynx Investment Advisory
    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 10,186 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $822,803.

    13F-HR 0002028812-24-000002 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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