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Disclosery

Ranch Capital Advisors Inc.: XLU position timeline

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

Ranch Capital Advisors Inc. held 84,141 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,141 shares
    Change vs previous 13F +3,889 shares

    1.21% of the 13F portfolio, value $3,814,945.

    13F-HR 0001793269-26-000003 filed by Ranch Capital 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 80,252 shares
    Change vs previous 13F +1,236 shares

    1.35% of the 13F portfolio, value $3,682,753.

    13F-HR 0001793269-26-000002 filed by Ranch Capital 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 79,016 shares
    Change vs previous 13F +40,263 shares

    1.24% of the 13F portfolio, value $3,373,213.

    13F-HR 0001793269-26-000001 filed by Ranch Capital Advisors Inc.
    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 38,753 shares
    Change vs previous 13F +874 shares

    1.31% of the 13F portfolio, value $3,379,613.

    13F-HR 0001793269-25-000008 filed by Ranch Capital Advisors Inc.
    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 37,879 shares
    Change vs previous 13F +3,708 shares

    1.34% of the 13F portfolio, value $3,093,206.

    13F-HR 0001793269-25-000003 filed by Ranch Capital Advisors Inc.
    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 34,171 shares
    Change vs previous 13F +7,385 shares

    1.28% of the 13F portfolio, value $2,694,382.

    13F-HR 0001793269-25-000002 filed by Ranch Capital Advisors Inc.
    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 26,786 shares
    Change vs previous 13F +1,640 shares

    0.96% of the 13F portfolio, value $2,027,449.

    13F-HR 0001793269-25-000001 filed by Ranch Capital Advisors Inc.
    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 25,146 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,031,318.

    13F-HR 0001793269-24-000005 filed by Ranch Capital Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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