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Strive Financial Group ,LLC: XLU position timeline

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

Strive Financial Group ,LLC held 3,765 XLU shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,765 shares
    Change vs previous 13F -4,747 shares

    0.07% of the 13F portfolio, value $170,705.

    13F-HR/A 0002090040-26-000010 filed by Strive Financial Group ,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 8,512 shares
    Change vs previous 13F +5,362 shares

    0.21% of the 13F portfolio, value $391,000.

    13F-HR 0002090040-26-000006 filed by Strive 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 ended2025-12-31
    13F/A 3,150 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $134,474.

    13F-HR/A 0002090040-26-000005 filed by Strive Financial Group ,LLC
    Filed (acceptance time not in the bulk data set), ingested

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