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Stillwater Capital Advisors, LLC: XLU position timeline

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

Stillwater Capital Advisors, LLC held 77,733 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,733 shares
    Change vs previous 13F -376 shares

    0.36% of the 13F portfolio, value $3,524,405.

    13F-HR 0001482970-26-000005 filed by Stillwater 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 78,109 shares
    Change vs previous 13F -897 shares

    0.41% of the 13F portfolio, value $3,584,424.

    13F-HR 0001482970-26-000004 filed by Stillwater 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 79,006 shares
    Change vs previous 13F +39,147 shares

    0.36% of the 13F portfolio, value $3,372,756.

    13F-HR 0001482970-26-000001 filed by Stillwater 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 39,859 shares
    Change vs previous 13F +22,571 shares

    0.39% of the 13F portfolio, value $3,476,134.

    13F-HR 0001482970-25-000006 filed by Stillwater 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 17,288 shares
    Change vs previous 13F +67 shares

    0.18% of the 13F portfolio, value $1,411,742.

    13F-HR 0001482970-25-000004 filed by Stillwater 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 17,221 shares
    Change vs previous 13F -204 shares

    0.19% of the 13F portfolio, value $1,357,879.

    13F-HR 0001482970-25-000003 filed by Stillwater 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 17,425 shares
    Change vs previous 13F +699 shares

    0.16% of the 13F portfolio, value $1,318,914.

    13F-HR 0001482970-25-000001 filed by Stillwater 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 16,726 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,351,133.

    13F-HR 0001482970-24-000005 filed by Stillwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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