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Pinnacle Family Advisors, LLC: XLU position timeline

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

Pinnacle Family Advisors, LLC held 10,416 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,416 shares
    Change vs previous 13F +2,022 shares

    0.2% of the 13F portfolio, value $472,261.

    13F-HR 0001172661-26-003580 filed by Pinnacle Family 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 8,394 shares
    Change vs previous 13F -8,915 shares

    0.18% of the 13F portfolio, value $385,201.

    13F-HR 0001172661-26-001983 filed by Pinnacle Family 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 17,309 shares
    Change vs previous 13F +17,309 shares

    0.33% of the 13F portfolio, value $738,921.

    13F-HR 0001172661-26-000958 filed by Pinnacle Family 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 0 shares
    Change vs previous 13F -4,593 shares

    13F-HR 0001172661-25-004989 filed by Pinnacle Family Advisors, LLC
    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.

  5. period ended2025-06-30
    13F 4,593 shares
    Change vs previous 13F -2,736 shares

    0.18% of the 13F portfolio, value $374,669.

    13F-HR 0001172661-25-003418 filed by Pinnacle Family 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 7,329 shares
    Change vs previous 13F -13,333 shares

    0.31% of the 13F portfolio, value $577,894.

    13F-HR 0001172661-25-001981 filed by Pinnacle Family 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 20,662 shares
    Change vs previous 13F +9,179 shares

    0.76% of the 13F portfolio, value $1,563,876.

    13F-HR 0001172661-25-001089 filed by Pinnacle Family 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 11,483 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $927,597.

    13F-HR 0001172661-24-004819 filed by Pinnacle Family Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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