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Sage Capital Advisors,llc: XLU position timeline

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

Sage Capital Advisors,llc held 60,936 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 60,936 shares
    Change vs previous 13F +206 shares

    0.48% of the 13F portfolio, value $2,403,322.

    13F-HR 0001714107-26-000004 filed by Sage Capital Advisors,llc
    Accepted , ingested

  2. period ended2026-06-30
    13F 60,730 shares
    Change vs previous 13F +235 shares

    0.57% of the 13F portfolio, value $2,753,486.

    13F-HR 0001714107-26-000003 filed by Sage Capital 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 ended2026-03-31
    13F 60,495 shares
    Change vs previous 13F +251 shares

    0.64% of the 13F portfolio, value $2,776,121.

    13F-HR 0001714107-26-000002 filed by Sage Capital 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 ended2025-12-31
    13F 60,244 shares
    Change vs previous 13F +30,074 shares

    0.61% of the 13F portfolio, value $2,571,831.

    13F-HR 0001714107-26-000001 filed by Sage Capital 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 ended2025-09-30
    13F 30,170 shares
    Change vs previous 13F -221 shares

    0.63% of the 13F portfolio, value $2,631,107.

    13F-HR 0001714107-25-000005 filed by Sage Capital 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 ended2025-06-30
    13F 30,391 shares
    Change vs previous 13F -245 shares

    0.61% of the 13F portfolio, value $2,481,742.

    13F-HR 0001714107-25-000003 filed by Sage Capital 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 ended2025-03-31
    13F 30,636 shares
    Change vs previous 13F +902 shares

    0.63% of the 13F portfolio, value $2,415,657.

    13F-HR 0001714107-25-000002 filed by Sage Capital 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 ended2024-12-31
    13F 29,734 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,250,572.

    13F-HR 0001714107-25-000001 filed by Sage Capital Advisors,llc
    Filed (acceptance time not in the bulk data set), ingested

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