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Round Rock Advisors LLC: XLU position timeline

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

Round Rock Advisors LLC held 131,792 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,792 shares
    Change vs previous 13F +5,469 shares

    0.77% of the 13F portfolio, value $5,975,428.

    13F-HR 0001951757-26-001257 filed by Round Rock 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 126,323 shares
    Change vs previous 13F +4,977 shares

    0.89% of the 13F portfolio, value $5,796,965.

    13F-HR 0001951757-26-000878 filed by Round Rock 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/A 121,346 shares
    Change vs previous 13F +64,543 shares

    0.78% of the 13F portfolio, value $5,180,281.

    13F-HR/A 0001951757-26-000520 filed by Round Rock 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 56,803 shares
    Change vs previous 13F +3,156 shares

    0.78% of the 13F portfolio, value $4,953,768.

    13F-HR 0001951757-25-001443 filed by Round Rock 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 53,647 shares
    Change vs previous 13F +5,195 shares

    0.76% of the 13F portfolio, value $4,380,817.

    13F-HR 0001951757-25-001039 filed by Round Rock 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 48,452 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,820,421.

    13F-HR 0001951757-25-000487 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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