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Private Advisor Group, LLC: XLU position timeline

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

Private Advisor Group, LLC held 1,101,638 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,101,638 shares
    Change vs previous 13F -95,233 shares

    0.23% of the 13F portfolio, value $49,948,276.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 1,196,871 shares
    Change vs previous 13F +115,940 shares

    0.26% of the 13F portfolio, value $54,924,424.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 1,080,931 shares
    Change vs previous 13F +593,418 shares

    0.22% of the 13F portfolio, value $46,144,950.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 487,513 shares
    Change vs previous 13F +109,629 shares

    0.21% of the 13F portfolio, value $42,516,022.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 377,884 shares
    Change vs previous 13F +30,432 shares

    0.17% of the 13F portfolio, value $30,857,988.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 347,452 shares
    Change vs previous 13F -44,143 shares

    0.17% of the 13F portfolio, value $27,396,687.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 391,595 shares
    Change vs previous 13F +39,576 shares

    0.17% of the 13F portfolio, value $29,640,031.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 352,019 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $28,436,149.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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