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PFG Advisors: XLU position timeline

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

PFG Advisors held 28,961 XLU 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 28,961 shares
    Change vs previous 13F -284,704 shares

    0.07% of the 13F portfolio, value $1,313,113.

    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 313,665 shares
    Change vs previous 13F +19,784 shares

    0.7% of the 13F portfolio, value $14,394,108.

    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 293,881 shares
    Change vs previous 13F +140,178 shares

    0.61% of the 13F portfolio, value $12,545,765.

    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 153,703 shares
    Change vs previous 13F +6,531 shares

    0.55% of the 13F portfolio, value $13,404,458.

    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 147,172 shares
    Change vs previous 13F +3,761 shares

    0.56% of the 13F portfolio, value $12,018,046.

    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 143,411 shares
    Change vs previous 13F -975 shares

    0.63% of the 13F portfolio, value $11,307,967.

    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 144,386 shares
    Change vs previous 13F -3,143 shares

    0.67% of the 13F portfolio, value $10,928,566.

    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 147,529 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $11,917,393.

    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).