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Moss Adams Wealth Advisors LLC: XLU position timeline

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

Moss Adams Wealth Advisors LLC held 1,939,085 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 1,939,085 shares
    Change vs previous 13F +141,624 shares

    5.49% of the 13F portfolio, value $87,918,098.

    13F-HR 0001661245-26-000004 filed by Moss Adams Wealth 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 1,797,461 shares
    Change vs previous 13F +84,735 shares

    6.03% of the 13F portfolio, value $82,485,504.

    13F-HR 0001661245-26-000002 filed by Moss Adams Wealth 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 1,712,726 shares
    Change vs previous 13F +922,216 shares

    5.3% of the 13F portfolio, value $73,116,262.

    13F-HR 0001661245-26-000001 filed by Moss Adams Wealth 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 790,510 shares
    Change vs previous 13F +62,622 shares

    5.38% of the 13F portfolio, value $68,940,365.

    13F-HR 0001661245-25-000006 filed by Moss Adams Wealth 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 727,888 shares
    Change vs previous 13F +4,954 shares

    5.4% of the 13F portfolio, value $59,439,319.

    13F-HR 0001661245-25-000004 filed by Moss Adams Wealth 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 722,934 shares
    Change vs previous 13F +1,393 shares

    6% of the 13F portfolio, value $57,003,311.

    13F-HR 0001661245-25-000003 filed by Moss Adams Wealth 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 721,541 shares
    Change vs previous 13F +27,177 shares

    5.77% of the 13F portfolio, value $54,613,411.

    13F-HR 0001661245-25-000001 filed by Moss Adams Wealth 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 694,364 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $56,090,738.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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