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MKT Advisors LLC: XLU position timeline

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

MKT Advisors LLC held 4,442 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,442 shares
    Change vs previous 13F -698 shares

    0.06% of the 13F portfolio, value $202,987.

    13F-HR 0001951757-26-000943 filed by MKT 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 5,140 shares
    Change vs previous 13F -659 shares

    0.08% of the 13F portfolio, value $237,837.

    13F-HR 0001951757-26-000564 filed by MKT 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 5,799 shares
    Change vs previous 13F +2,900 shares

    0.08% of the 13F portfolio, value $247,599.

    13F-HR 0001951757-26-000037 filed by MKT 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 2,899 shares
    Change vs previous 13F -444 shares

    0.1% of the 13F portfolio, value $255,238.

    13F-HR 0001951757-25-001151 filed by MKT 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 3,343 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $273,944.

    13F-HR 0001951757-25-000877 filed by MKT 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 3,343 shares
    Change vs previous 13F +117 shares

    0.12% of the 13F portfolio, value $245,359.

    13F-HR 0001951757-25-000321 filed by MKT 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 3,226 shares
    Change vs previous 13F +119 shares

    0.11% of the 13F portfolio, value $254,355.

    13F-HR 0001951757-25-000084 filed by MKT Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,107 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $253,145.

    13F-HR 0001951757-24-000973 filed by MKT Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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