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Disclosery

Strategic Financial Group, LLC: XLU position timeline

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

Strategic Financial Group, LLC held 96,072 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 96,072 shares
    Change vs previous 13F +5,328 shares

    3.67% of the 13F portfolio, value $3,789,080.

    13F-HR 0002085853-26-001118 filed by Strategic Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 90,744 shares
    Change vs previous 13F +514 shares

    3.94% of the 13F portfolio, value $4,114,333.

    13F-HR 0002085853-26-000710 filed by Strategic Financial 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 ended2026-03-31
    13F 90,230 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $4,140,655.

    13F-HR 0002085853-26-000529 filed by Strategic Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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