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Matthew Goff Investment Advisor, LLC: XLU position timeline

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

Matthew Goff Investment Advisor, LLC held 17,534 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,534 shares
    Change vs previous 13F +15 shares

    0.1% of the 13F portfolio, value $691,545.

    13F-HR 0001754960-26-000851 filed by Matthew Goff Investment Advisor, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,519 shares
    Change vs previous 13F +12 shares

    0.13% of the 13F portfolio, value $794,324.

    13F-HR 0001754960-26-000412 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,507 shares
    Change vs previous 13F +14 shares

    0.13% of the 13F portfolio, value $803,382.

    13F-HR 0001754960-26-000273 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,493 shares
    Change vs previous 13F +8,726 shares

    0.13% of the 13F portfolio, value $746,782.

    13F-HR 0001754960-26-000058 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,767 shares
    Change vs previous 13F +429 shares

    0.13% of the 13F portfolio, value $764,592.

    13F-HR 0001754960-25-000671 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,338 shares
    Change vs previous 13F -498 shares

    0.13% of the 13F portfolio, value $680,861.

    13F-HR 0001754960-25-000355 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,836 shares
    Change vs previous 13F +7 shares

    0.13% of the 13F portfolio, value $696,729.

    13F-HR 0001754960-25-000216 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,829 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $668,282.

    13F-HR 0001754960-25-000049 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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