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Disclosery

Opus Financial Solutions LLC: XLU position timeline

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

Opus Financial Solutions LLC held 26,415 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,415 shares
    Change vs previous 13F -1,196 shares

    0.97% of the 13F portfolio, value $1,197,656.

    13F-HR 0001934041-26-000005 filed by Opus Financial Solutions 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 27,611 shares
    Change vs previous 13F -777 shares

    1.19% of the 13F portfolio, value $1,267,069.

    13F-HR 0001934041-26-000004 filed by Opus Financial Solutions 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 28,388 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,211,884.

    13F-HR 0001934041-26-000003 filed by Opus Financial Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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