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Register Financial Advisors LLC: XLU position timeline

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

Register Financial Advisors LLC held 4,664 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,664 shares
    Change vs previous 13F +20 shares

    0.06% of the 13F portfolio, value $211,486.

    13F-HR 0001398344-26-012152 filed by Register Financial 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 4,644 shares
    Change vs previous 13F +22 shares

    0.08% of the 13F portfolio, value $213,112.

    13F-HR 0001398344-26-006554 filed by Register Financial 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 4,622 shares
    Change vs previous 13F +2,548 shares

    0.08% of the 13F portfolio, value $197,310.

    13F-HR 0001398344-26-000936 filed by Register Financial 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 2,074 shares
    Change vs previous 13F +11 shares

    0.07% of the 13F portfolio, value $180,874.

    13F-HR 0001398344-25-020010 filed by Register Financial 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 2,063 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $168,500.

    13F-HR 0001398344-25-013182 filed by Register Financial 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 2,053 shares
    Change vs previous 13F -73 shares

    0.08% of the 13F portfolio, value $161,846.

    13F-HR 0001398344-25-007432 filed by Register Financial 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 2,126 shares
    Change vs previous 13F +112 shares

    0.08% of the 13F portfolio, value $160,934.

    13F-HR 0001398344-25-000892 filed by Register Financial 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 2,014 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $162,720.

    13F-HR 0001398344-24-018875 filed by Register Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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