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Disclosery

Strategic Advisors LLC: XLU position timeline

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

Strategic Advisors LLC held 11,459 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,459 shares
    Change vs previous 13F -26 shares

    0.1% of the 13F portfolio, value $451,943.

    13F-HR 0001172661-26-004493 filed by Strategic Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,485 shares
    Change vs previous 13F -517 shares

    0.11% of the 13F portfolio, value $520,730.

    13F-HR 0001172661-26-002862 filed by Strategic 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 ended2026-03-31
    13F 12,002 shares
    Change vs previous 13F +94 shares

    0.09% of the 13F portfolio, value $550,772.

    13F-HR 0001172661-26-001974 filed by Strategic 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 ended2025-12-31
    13F 11,908 shares
    Change vs previous 13F +6,675 shares

    0.08% of the 13F portfolio, value $508,353.

    13F-HR 0001172661-26-000578 filed by Strategic 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 ended2025-09-30
    13F 5,233 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $456,370.

    13F-HR 0001172661-25-004551 filed by Strategic 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 ended2025-06-30
    13F 5,233 shares
    Change vs previous 13F -18 shares

    0.08% of the 13F portfolio, value $427,327.

    13F-HR 0001172661-25-003059 filed by Strategic 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 ended2025-03-31
    13F 5,251 shares
    Change vs previous 13F -466 shares

    0.08% of the 13F portfolio, value $414,041.

    13F-HR 0001172661-25-001507 filed by Strategic 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 ended2024-12-31
    13F 5,717 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $432,720.

    13F-HR 0001172661-25-000437 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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