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Mutual Advisors, LLC: XLU position timeline

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

Mutual Advisors, LLC held 106,937 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,937 shares
    Change vs previous 13F -1,399 shares

    0.09% of the 13F portfolio, value $4,848,537.

    13F-HR 0001986152-26-000154 filed by Mutual 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 108,336 shares
    Change vs previous 13F +10,666 shares

    0.11% of the 13F portfolio, value $4,971,526.

    13F-HR 0001986152-26-000054 filed by Mutual 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 97,670 shares
    Change vs previous 13F +52,848 shares

    0.09% of the 13F portfolio, value $4,169,525.

    13F-HR 0001986152-26-000005 filed by Mutual 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 44,822 shares
    Change vs previous 13F +772 shares

    0.09% of the 13F portfolio, value $4,048,809.

    13F-HR 0001986152-25-000100 filed by Mutual 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 44,050 shares
    Change vs previous 13F +2,234 shares

    0.09% of the 13F portfolio, value $3,723,088.

    13F-HR 0001986152-25-000050 filed by Mutual 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 41,816 shares
    Change vs previous 13F +18,164 shares

    0.09% of the 13F portfolio, value $3,270,445.

    13F-HR 0001986152-25-000037 filed by Mutual 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 23,652 shares
    Change vs previous 13F -18,109 shares

    0.05% of the 13F portfolio, value $1,862,106.

    13F-HR 0001986152-25-000002 filed by Mutual 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 41,761 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,407,245.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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