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Disclosery

SALEM INVESTMENT COUNSELORS INC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SALEM INVESTMENT COUNSELORS INC on XLU, newest first. How the timeline and the estimate are built.

SALEM INVESTMENT COUNSELORS INC held 19,567 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 19,567 shares
    Change vs previous 13F +640 shares

    0.02% of the 13F portfolio, value $771,723.

    13F-HR 0001420506-26-002307 filed by SALEM INVESTMENT COUNSELORS INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,927 shares
    Change vs previous 13F -40 shares

    0.02% of the 13F portfolio, value $858,151.

    13F-HR 0001420506-26-001221 filed by SALEM INVESTMENT COUNSELORS INC
    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/A 18,967 shares
    Change vs previous 13F -23 shares

    0.03% of the 13F portfolio, value $870,396.

    13F-HR/A 0001420506-26-000766 filed by SALEM INVESTMENT COUNSELORS INC
    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 18,990 shares
    Change vs previous 13F +9,593 shares

    0.02% of the 13F portfolio, value $810,684.

    13F-HR 0001420506-26-000027 filed by SALEM INVESTMENT COUNSELORS INC
    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 9,397 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $819,513.

    13F-HR 0001420506-25-002824 filed by SALEM INVESTMENT COUNSELORS INC
    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/A 9,397 shares
    Change vs previous 13F -51 shares

    0.02% of the 13F portfolio, value $767,360.

    13F-HR/A 0001420506-25-001476 filed by SALEM INVESTMENT COUNSELORS INC
    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 9,448 shares
    Change vs previous 13F +11 shares

    0.03% of the 13F portfolio, value $744,975.

    13F-HR 0001420506-25-000784 filed by SALEM INVESTMENT COUNSELORS INC
    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 9,437 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $714,287.

    13F-HR 0001420506-25-000017 filed by SALEM INVESTMENT COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

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