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Richard Bernstein Advisors LLC: XLU position timeline

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

Richard Bernstein Advisors LLC held 1,281 XLU shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,281 shares
    Change vs previous 13F -1,063,845 shares

    <0.01% of the 13F portfolio, value $58,808.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein 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 ended2025-12-31
    13F 1,065,126 shares
    Change vs previous 13F +523,153 shares

    1.34% of the 13F portfolio, value $45,471,374.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein 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 ended2025-09-30
    13F 541,973 shares
    Change vs previous 13F -15,520 shares

    1.36% of the 13F portfolio, value $47,697,525.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein 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 ended2025-06-30
    13F 557,493 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $45,527,299.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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