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Prime Capital Investment Advisors, LLC: XLU position timeline

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

Prime Capital Investment Advisors, LLC held 95,133 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,133 shares
    Change vs previous 13F -113,129 shares

    0.04% of the 13F portfolio, value $4,313,324.

    13F-HR 0001214659-26-009642 filed by Prime Capital Investment 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 208,262 shares
    Change vs previous 13F -2,454 shares

    0.11% of the 13F portfolio, value $9,557,152.

    13F-HR 0001214659-26-005807 filed by Prime Capital Investment 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 210,716 shares
    Change vs previous 13F +106,303 shares

    0.11% of the 13F portfolio, value $8,995,452.

    13F-HR 0001214659-26-000718 filed by Prime Capital Investment 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 104,413 shares
    Change vs previous 13F -1,045 shares

    0.11% of the 13F portfolio, value $9,105,900.

    13F-HR 0001214659-25-015961 filed by Prime Capital Investment Advisors, LLC
    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 105,458 shares
    Change vs previous 13F -49,175 shares

    0.11% of the 13F portfolio, value $8,611,704.

    13F-HR 0001214659-25-010773 filed by Prime Capital Investment 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 154,633 shares
    Change vs previous 13F +12,122 shares

    0.14% of the 13F portfolio, value $12,192,779.

    13F-HR 0001214659-25-007438 filed by Prime Capital Investment 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 142,511 shares
    Change vs previous 13F -9,161 shares

    0.16% of the 13F portfolio, value $10,786,641.

    13F-HR 0001214659-25-002445 filed by Prime Capital Investment 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 151,672 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $12,252,058.

    13F-HR 0001214659-24-018432 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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