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NewEdge Advisors, LLC: XLU position timeline

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

NewEdge Advisors, LLC held 452,132 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 452,132 shares
    Change vs previous 13F +30,657 shares

    0.06% of the 13F portfolio, value $20,499,635.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 421,475 shares
    Change vs previous 13F +55,092 shares

    0.07% of the 13F portfolio, value $19,341,503.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 366,383 shares
    Change vs previous 13F +212,915 shares

    0.06% of the 13F portfolio, value $15,640,920.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 153,468 shares
    Change vs previous 13F +22,846 shares

    0.06% of the 13F portfolio, value $13,383,900.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 130,622 shares
    Change vs previous 13F +20,939 shares

    0.05% of the 13F portfolio, value $10,666,539.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 109,683 shares
    Change vs previous 13F +53 shares

    0.05% of the 13F portfolio, value $8,648,499.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 109,630 shares
    Change vs previous 13F -5,691 shares

    0.05% of the 13F portfolio, value $8,297,955.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 115,321 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $9,315,539.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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