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Purkiss Capital Advisors LLC: XLU position timeline

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

Purkiss Capital Advisors LLC held 4,765 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,765 shares
    Change vs previous 13F -67 shares

    0.08% of the 13F portfolio, value $216,046.

    13F-HR 0002053150-26-000003 filed by Purkiss 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 4,832 shares
    Change vs previous 13F -4,292 shares

    0.1% of the 13F portfolio, value $221,743.

    13F-HR 0002053150-26-000002 filed by Purkiss 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 9,124 shares
    Change vs previous 13F +4,655 shares

    0.18% of the 13F portfolio, value $389,516.

    13F-HR 0002053150-26-000001 filed by Purkiss 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 4,469 shares
    Change vs previous 13F +574 shares

    0.19% of the 13F portfolio, value $389,731.

    13F-HR 0002053150-25-000007 filed by Purkiss 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 3,895 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $318,047.

    13F-HR 0002053150-25-000005 filed by Purkiss Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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