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Madison Park Capital Advisors, LLC: XLU position timeline

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

Madison Park Capital Advisors, LLC held 176,015 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,015 shares
    Change vs previous 13F +7,514 shares

    5.69% of the 13F portfolio, value $7,980,526.

    13F-HR 0001993022-26-000004 filed by Madison Park Capital 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 168,501 shares
    Change vs previous 13F +97,393 shares

    6.08% of the 13F portfolio, value $7,732,505.

    13F-HR 0001993022-26-000003 filed by Madison Park Capital 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 71,108 shares
    Change vs previous 13F +35,626 shares

    2.46% of the 13F portfolio, value $3,035,602.

    13F-HR 0001993022-26-000002 filed by Madison Park Capital 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 35,482 shares
    Change vs previous 13F -39,946 shares

    2.54% of the 13F portfolio, value $3,094,424.

    13F-HR 0001993022-25-000008 filed by Madison Park Capital 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 75,428 shares
    Change vs previous 13F +191 shares

    5.18% of the 13F portfolio, value $6,159,465.

    13F-HR 0001993022-25-000007 filed by Madison Park Capital 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 75,237 shares
    Change vs previous 13F +2,205 shares

    5.2% of the 13F portfolio, value $5,932,415.

    13F-HR 0001993022-25-000005 filed by Madison Park Capital 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 73,032 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $5,527,801.

    13F-HR 0001993022-25-000002 filed by Madison Park Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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