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Disclosery

Sowa Financial Group, Inc.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sowa Financial Group, Inc. on XLU, newest first. How the timeline and the estimate are built.

Sowa Financial Group, Inc. held 0 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -10,827 shares

    13F-HR 0001806226-26-000003 filed by Sowa Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 10,827 shares
    Change vs previous 13F -4,290 shares

    0.25% of the 13F portfolio, value $497,000.

    13F-HR 0001806226-26-000002 filed by Sowa Financial Group, Inc.
    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 15,117 shares
    Change vs previous 13F +15,117 shares

    0.34% of the 13F portfolio, value $645,000.

    13F-HR 0001806226-26-000001 filed by Sowa Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -10,244 shares

    13F-HR 0001806226-25-000004 filed by Sowa Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 10,244 shares
    Change vs previous 13F -3,289 shares

    0.53% of the 13F portfolio, value $808,000.

    13F-HR 0001806226-25-000002 filed by Sowa Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 13,533 shares
    Change vs previous 13F -498 shares

    0.64% of the 13F portfolio, value $1,024,000.

    13F-HR 0001806226-25-000001 filed by Sowa Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 14,031 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,133,000.

    13F-HR 0001806226-24-000005 filed by Sowa Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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