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TOTH FINANCIAL ADVISORY CORP: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOTH FINANCIAL ADVISORY CORP on XLU, newest first. How the timeline and the estimate are built.

TOTH FINANCIAL ADVISORY CORP held 137,330 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 137,330 shares
    Change vs previous 13F -52,692 shares

    0.54% of the 13F portfolio, value $5,416,279.

    13F-HR 0000866780-26-000004 filed by TOTH FINANCIAL ADVISORY CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 190,022 shares
    Change vs previous 13F +5,654 shares

    0.84% of the 13F portfolio, value $8,615,580.

    13F-HR 0000866780-26-000003 filed by TOTH FINANCIAL ADVISORY CORP
    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 184,368 shares
    Change vs previous 13F +4,687 shares

    0.93% of the 13F portfolio, value $8,460,669.

    13F-HR 0000866780-26-000002 filed by TOTH FINANCIAL ADVISORY CORP
    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 179,681 shares
    Change vs previous 13F +96,515 shares

    0.83% of the 13F portfolio, value $7,670,583.

    13F-HR 0000866780-26-000001 filed by TOTH FINANCIAL ADVISORY CORP
    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 83,166 shares
    Change vs previous 13F +9,469 shares

    0.78% of the 13F portfolio, value $7,252,933.

    13F-HR 0000866780-25-000005 filed by TOTH FINANCIAL ADVISORY CORP
    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 73,697 shares
    Change vs previous 13F +8,529 shares

    0.7% of the 13F portfolio, value $6,018,136.

    13F-HR 0000866780-25-000003 filed by TOTH FINANCIAL ADVISORY CORP
    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 65,168 shares
    Change vs previous 13F -4,344 shares

    0.62% of the 13F portfolio, value $5,138,478.

    13F-HR 0000866780-25-000002 filed by TOTH FINANCIAL ADVISORY CORP
    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 69,512 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $5,261,399.

    13F-HR 0000866780-25-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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