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Park Edge Advisors, LLC: XLU position timeline

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

Park Edge Advisors, LLC held 55,347 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,347 shares
    Change vs previous 13F +6,071 shares

    0.53% of the 13F portfolio, value $2,509,433.

    13F-HR 0002085853-26-000692 filed by Park Edge 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 49,276 shares
    Change vs previous 13F -47,955 shares

    0.52% of the 13F portfolio, value $2,261,276.

    13F-HR 0002085853-26-000425 filed by Park Edge 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 97,231 shares
    Change vs previous 13F +69,559 shares

    0.94% of the 13F portfolio, value $4,150,791.

    13F-HR 0002085853-26-000046 filed by Park Edge 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 27,672 shares
    Change vs previous 13F +9,438 shares

    0.56% of the 13F portfolio, value $2,413,275.

    13F-HR 0002085853-25-000045 filed by Park Edge 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 18,234 shares
    Change vs previous 13F -21,910 shares

    0.38% of the 13F portfolio, value $1,488,988.

    13F-HR 0001667731-25-000736 filed by Park Edge 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 40,144 shares
    Change vs previous 13F +5,048 shares

    0.88% of the 13F portfolio, value $3,165,354.

    13F-HR 0001667731-25-000400 filed by Park Edge 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 35,096 shares
    Change vs previous 13F +4,047 shares

    0.77% of the 13F portfolio, value $2,656,416.

    13F-HR 0001667731-25-000066 filed by Park Edge 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 31,049 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,508,138.

    13F-HR 0001965659-24-000004 filed by Park Edge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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