Skip to content
Disclosery

PFG Advisors: XLC position timeline

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

PFG Advisors held 3,053 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,053 shares
    Change vs previous 13F -24,336 shares

    0.02% of the 13F portfolio, value $327,120.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 27,389 shares
    Change vs previous 13F -84,743 shares

    0.15% of the 13F portfolio, value $3,036,301.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 112,132 shares
    Change vs previous 13F -5,963 shares

    0.64% of the 13F portfolio, value $13,200,146.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 118,095 shares
    Change vs previous 13F +3,352 shares

    0.57% of the 13F portfolio, value $13,978,866.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 114,743 shares
    Change vs previous 13F +10,163 shares

    0.58% of the 13F portfolio, value $12,453,056.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 104,580 shares
    Change vs previous 13F +6,926 shares

    0.56% of the 13F portfolio, value $10,086,717.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 97,654 shares
    Change vs previous 13F +77,449 shares

    0.58% of the 13F portfolio, value $9,453,907.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 20,205 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,826,574.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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