TRUE Private Wealth Advisors: XLU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on XLU, newest first. How the timeline and the estimate are built.
TRUE Private Wealth Advisors held 0 XLU shares at 2025-09-30 per its 13F-HR filed 2025-11-14.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -36,333 shares
13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 36,333 sharesChange vs previous 13F +2,217 shares
0.33% of the 13F portfolio, value $2,966,945.
13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 34,116 sharesChange vs previous 13F -66 shares
0.33% of the 13F portfolio, value $2,690,066.
13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 34,182 sharesChange vs previous 13F +123 shares
0.31% of the 13F portfolio, value $2,587,252.
13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34,059 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $2,751,327.
13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).