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Snowden Capital Advisors LLC: XLU position timeline

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

Snowden Capital Advisors LLC held 183,509 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 183,509 shares
    Change vs previous 13F +17,704 shares

    0.2% of the 13F portfolio, value $8,320,283.

    13F-HR 0001172661-26-003380 filed by Snowden Capital 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 165,805 shares
    Change vs previous 13F +3,172 shares

    0.2% of the 13F portfolio, value $7,608,806.

    13F-HR 0001172661-26-002018 filed by Snowden 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 ended2025-12-31
    13F 162,633 shares
    Change vs previous 13F +87,986 shares

    0.18% of the 13F portfolio, value $6,942,816.

    13F-HR 0001172661-26-000888 filed by Snowden 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 ended2025-09-30
    13F 74,647 shares
    Change vs previous 13F +2,253 shares

    0.18% of the 13F portfolio, value $6,509,992.

    13F-HR 0001172661-25-005003 filed by Snowden 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 ended2025-06-30
    13F 72,394 shares
    Change vs previous 13F -4,170 shares

    0.17% of the 13F portfolio, value $5,911,720.

    13F-HR 0001172661-25-003419 filed by Snowden 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 ended2025-03-31
    13F 76,564 shares
    Change vs previous 13F +13,735 shares

    0.19% of the 13F portfolio, value $6,037,096.

    13F-HR 0001172661-25-001894 filed by Snowden 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 ended2024-12-31
    13F 62,829 shares
    Change vs previous 13F +646 shares

    0.15% of the 13F portfolio, value $4,755,551.

    13F-HR 0001172661-25-000945 filed by Snowden 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 ended2024-09-30
    13F 62,183 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,023,168.

    13F-HR 0001172661-24-005281 filed by Snowden Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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