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Sound View Wealth Advisors Group, LLC: XLU position timeline

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

Sound View Wealth Advisors Group, LLC held 157,707 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,707 shares
    Change vs previous 13F +3,982 shares

    0.44% of the 13F portfolio, value $7,150,437.

    13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors Group, 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 153,725 shares
    Change vs previous 13F -1,932 shares

    0.48% of the 13F portfolio, value $7,054,428.

    13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors Group, 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 155,657 shares
    Change vs previous 13F +80,985 shares

    0.45% of the 13F portfolio, value $6,644,977.

    13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors Group, 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 74,672 shares
    Change vs previous 13F +2,504 shares

    0.45% of the 13F portfolio, value $6,512,127.

    13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors Group, 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 72,168 shares
    Change vs previous 13F +4,132 shares

    0.44% of the 13F portfolio, value $5,893,223.

    13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors Group, 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 68,036 shares
    Change vs previous 13F +1,796 shares

    0.44% of the 13F portfolio, value $5,364,634.

    13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors Group, 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 66,240 shares
    Change vs previous 13F +4,597 shares

    0.4% of the 13F portfolio, value $5,013,690.

    13F-HR 0001765380-25-000062 filed by Sound View Wealth Advisors Group, 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 61,643 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,979,524.

    13F-HR 0001765380-24-000421 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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