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Disclosery

Rehmann Capital Advisory Group: XLU position timeline

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

Rehmann Capital Advisory Group held 28,207 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,207 shares
    Change vs previous 13F -39 shares

    0.06% of the 13F portfolio, value $1,258,853.

    13F-HR 0001633037-26-000003 filed by Rehmann Capital Advisory Group
    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 28,246 shares
    Change vs previous 13F +11,677 shares

    0.07% of the 13F portfolio, value $1,296,219.

    13F-HR 0001633037-26-000002 filed by Rehmann Capital Advisory Group
    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 16,569 shares
    Change vs previous 13F +8,672 shares

    0.04% of the 13F portfolio, value $707,333.

    13F-HR 0001633037-26-000001 filed by Rehmann Capital Advisory Group
    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 7,897 shares
    Change vs previous 13F -34 shares

    0.04% of the 13F portfolio, value $688,771.

    13F-HR 0001633037-25-000005 filed by Rehmann Capital Advisory Group
    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 7,931 shares
    Change vs previous 13F +503 shares

    0.04% of the 13F portfolio, value $647,649.

    13F-HR 0001633037-25-000004 filed by Rehmann Capital Advisory Group
    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 7,428 shares
    Change vs previous 13F -8 shares

    0.04% of the 13F portfolio, value $585,752.

    13F-HR 0001633037-25-000003 filed by Rehmann Capital Advisory Group
    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 7,436 shares
    Change vs previous 13F +34 shares

    0.04% of the 13F portfolio, value $562,848.

    13F-HR 0001633037-25-000001 filed by Rehmann Capital Advisory Group
    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 7,402 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $597,988.

    13F-HR 0001633037-24-000005 filed by Rehmann Capital Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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