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Disclosery

Strategic Advocates LLC: XLU position timeline

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

Strategic Advocates LLC held 4,817 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 4,817 shares
    Change vs previous 13F -1,304 shares

    0.85% of the 13F portfolio, value $218,403.

    13F-HR 0001991340-26-000005 filed by Strategic Advocates 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 6,121 shares
    Change vs previous 13F -220 shares

    1.24% of the 13F portfolio, value $280,893.

    13F-HR 0001991340-26-000002 filed by Strategic Advocates 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 6,341 shares
    Change vs previous 13F +3,192 shares

    0.07% of the 13F portfolio, value $272,409.

    13F-HR 0001991340-26-000001 filed by Strategic Advocates 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 3,149 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $274,624.

    13F-HR 0001991340-25-000003 filed by Strategic Advocates 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 3,129 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $255,514.

    13F-HR 0001765380-25-000246 filed by Strategic Advocates LLC
    Filed (acceptance time not in the bulk data set), ingested

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