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PETRA FINANCIAL ADVISORS INC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PETRA FINANCIAL ADVISORS INC on XLU, newest first. How the timeline and the estimate are built.

PETRA FINANCIAL ADVISORS INC held 10,180 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 10,180 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $461,561.

    13F-HR 0001951757-26-001058 filed by PETRA FINANCIAL ADVISORS INC
    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 10,180 shares
    Change vs previous 13F +5,274 shares

    0.29% of the 13F portfolio, value $467,160.

    13F-HR 0001951757-26-000849 filed by PETRA FINANCIAL ADVISORS INC
    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 4,906 shares
    Change vs previous 13F +1,476 shares

    0.12% of the 13F portfolio, value $209,437.

    13F-HR 0001951757-26-000261 filed by PETRA FINANCIAL ADVISORS INC
    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 3,430 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $299,130.

    13F-HR 0001951757-25-001306 filed by PETRA FINANCIAL ADVISORS INC
    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 3,430 shares
    Change vs previous 13F +3,430 shares

    0.18% of the 13F portfolio, value $280,094.

    13F-HR 0001951757-25-001011 filed by PETRA FINANCIAL ADVISORS INC
    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 0 shares
    Change vs previous 13F -3,430 shares

    13F-HR 0001951757-25-000394 filed by PETRA FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 3,430 shares
    Change vs previous 13F -578 shares

    0.18% of the 13F portfolio, value $259,617.

    13F-HR 0001951757-25-000228 filed by PETRA FINANCIAL ADVISORS INC
    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 4,008 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $323,766.

    13F-HR 0001951757-24-001128 filed by PETRA FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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