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Disclosery

Sanctuary Advisors, LLC: XLU position timeline

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

Sanctuary Advisors, LLC held 386,605 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 386,605 shares
    Change vs previous 13F +3,038 shares

    0.08% of the 13F portfolio, value $17,528,679.

    13F-HR 0001777271-26-000007 filed by Sanctuary 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 383,567 shares
    Change vs previous 13F -76,058 shares

    0.1% of the 13F portfolio, value $17,601,868.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 459,625 shares
    Change vs previous 13F +234,863 shares

    0.11% of the 13F portfolio, value $19,621,400.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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/A 224,762 shares
    Change vs previous 13F +36,308 shares

    0.11% of the 13F portfolio, value $19,601,472.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 188,454 shares
    Change vs previous 13F +73,685 shares

    0.1% of the 13F portfolio, value $15,389,128.

    13F-HR 0001777271-26-000002 filed by Sanctuary 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 114,769 shares
    Change vs previous 13F +9,482 shares

    0.06% of the 13F portfolio, value $9,049,567.

    13F-HR 0001777271-26-000001 filed by Sanctuary 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 ended2024-12-31
    13F 105,287 shares
    Change vs previous 13F -3,132 shares

    0.05% of the 13F portfolio, value $8,248,171.

    13F-HR 0001777271-25-000001 filed by Sanctuary 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 ended2024-09-30
    13F 108,419 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $8,830,694.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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