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Providence Capital Advisors, LLC: XLB position timeline

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

Providence Capital Advisors, LLC held 173 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $8,790.

    13F-HR 0001730814-26-000004 filed by Providence Capital 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 173 shares
    Change vs previous 13F -19,827 shares

    <0.01% of the 13F portfolio, value $8,663.

    13F-HR 0001730814-26-000003 filed by Providence Capital 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 20,000 shares
    Change vs previous 13F +11,063 shares

    0.15% of the 13F portfolio, value $906,987.

    13F-HR 0001730814-26-000002 filed by Providence Capital 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 8,937 shares
    Change vs previous 13F +585 shares

    0.14% of the 13F portfolio, value $800,975.

    13F-HR 0001730814-25-000009 filed by Providence Capital 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 8,352 shares
    Change vs previous 13F +607 shares

    0.13% of the 13F portfolio, value $733,369.

    13F-HR 0001730814-25-000005 filed by Providence Capital 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 7,745 shares
    Change vs previous 13F +316 shares

    0.14% of the 13F portfolio, value $665,920.

    13F-HR 0001730814-25-000004 filed by Providence Capital 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 7,429 shares
    Change vs previous 13F +435 shares

    0.13% of the 13F portfolio, value $625,117.

    13F-HR 0001730814-25-000002 filed by Providence Capital 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 6,994 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $674,137.

    13F-HR 0001730814-24-000005 filed by Providence Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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