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Disclosery

Portland Financial Advisors Inc: XLU position timeline

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

Portland Financial Advisors Inc held 4,680 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,680 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $212,191.

    13F-HR 0002054942-26-000003 filed by Portland 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 4,680 shares
    Change vs previous 13F +4,680 shares

    0.45% of the 13F portfolio, value $214,765.

    13F-HR 0002054942-26-000002 filed by Portland 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 0 shares
    Change vs previous 13F -2,340 shares

    13F-HR 0002054942-26-000001 filed by Portland 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.

  4. period ended2025-09-30
    13F 2,340 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $204,071.

    13F-HR 0002054942-25-000006 filed by Portland Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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