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Vickerman Investment Advisors, Inc.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vickerman Investment Advisors, Inc. on XLU, newest first. How the timeline and the estimate are built.

Vickerman Investment Advisors, Inc. held 102,625 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,625 shares
    Change vs previous 13F -3,139 shares

    0.9% of the 13F portfolio, value $4,653,018.

    13F-HR 0001898296-26-000003 filed by Vickerman Investment Advisors, Inc.
    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 105,764 shares
    Change vs previous 13F -1,851 shares

    1.02% of the 13F portfolio, value $4,853,510.

    13F-HR 0001898296-26-000002 filed by Vickerman Investment Advisors, Inc.
    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 107,615 shares
    Change vs previous 13F +52,569 shares

    0.92% of the 13F portfolio, value $4,594,084.

    13F-HR 0001898296-26-000001 filed by Vickerman Investment Advisors, Inc.
    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 55,046 shares
    Change vs previous 13F -3 shares

    0.97% of the 13F portfolio, value $4,800,562.

    13F-HR 0001898296-25-000010 filed by Vickerman Investment Advisors, Inc.
    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 55,049 shares
    Change vs previous 13F -5,070 shares

    0.97% of the 13F portfolio, value $4,495,301.

    13F-HR 0001898131-25-000003 filed by Vickerman Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 60,119 shares
    Change vs previous 13F -2,979 shares

    1.07% of the 13F portfolio, value $4,740,399.

    13F-HR 0001898296-25-000005 filed by Vickerman Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 63,098 shares
    Change vs previous 13F -2,865 shares

    1.3% of the 13F portfolio, value $4,775,903.

    13F-HR 0001898296-25-000001 filed by Vickerman Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 65,963 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $5,328,507.

    13F-HR 0001898296-24-000008 filed by Vickerman Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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