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Smith Thornton Advisors LLC: XLU position timeline

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

Smith Thornton Advisors LLC held 17,196 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,196 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $786,201.

    13F-HR 0002032436-26-000006 filed by Smith Thornton 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 17,196 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $789,124.

    13F-HR 0002032436-26-000004 filed by Smith Thornton 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 17,196 shares
    Change vs previous 13F +8,598 shares

    0.37% of the 13F portfolio, value $734,097.

    13F-HR 0002032436-26-000002 filed by Smith Thornton 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 8,598 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $749,832.

    13F-HR 0002032436-25-000010 filed by Smith Thornton 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 8,598 shares
    Change vs previous 13F -68 shares

    0.4% of the 13F portfolio, value $702,113.

    13F-HR 0002032436-25-000005 filed by Smith Thornton 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 8,666 shares
    Change vs previous 13F -20,081 shares

    0.43% of the 13F portfolio, value $683,314.

    13F-HR 0002032436-25-000003 filed by Smith Thornton 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 28,747 shares
    Change vs previous 13F -24 shares

    1.37% of the 13F portfolio, value $2,175,841.

    13F-HR 0002032436-25-000002 filed by Smith Thornton 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 28,771 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,324,155.

    13F-HR 0002032436-24-000006 filed by Smith Thornton Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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