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Ameritas Investment Partners, Inc.: XLU position timeline

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

Ameritas Investment Partners, Inc. held 100,465 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 100,465 shares
    Change vs previous 13F +55,378 shares

    0.05% of the 13F portfolio, value $4,555,106.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 16,401 shares
    • Ameritas Advisory Services, LLC: 84,064 shares

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

  2. period ended2026-03-31
    13F 45,087 shares
    Change vs previous 13F -2,818 shares

    0.04% of the 13F portfolio, value $2,069,044.

    13F-HR 0001901275-26-000006 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 13,962 shares
    • Ameritas Advisory Services, LLC: 31,125 shares

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

  3. period ended2025-12-31
    13F 47,905 shares
    Change vs previous 13F +31,559 shares

    0.03% of the 13F portfolio, value $2,045,050.

    13F-HR 0001901275-26-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 13,875 shares
    • Ameritas Advisory Services, LLC: 34,030 shares

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

  4. period ended2025-09-30
    13F 16,346 shares
    Change vs previous 13F -21,448 shares

    0.03% of the 13F portfolio, value $1,425,597.

    13F-HR 0001901275-25-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 4,340 shares
    • Ameritas Advisory Services, LLC: 12,006 shares

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

  5. period ended2025-06-30
    13F 37,794 shares
    Change vs previous 13F +4,615 shares

    0.06% of the 13F portfolio, value $3,086,241.

    13F-HR 0001901275-25-000012 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 173 shares
    • Ameritas Advisory Services, LLC: 37,621 shares

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

  6. period ended2025-03-31
    13F 33,179 shares
    Change vs previous 13F +4,264 shares

    0.05% of the 13F portfolio, value $2,583,814.

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 172 shares
    • Ameritas Advisory Services, LLC: 33,007 shares

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

  7. period ended2024-12-31
    13F 28,915 shares
    Change vs previous 13F +287 shares

    0.04% of the 13F portfolio, value $2,188,609.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 172 shares
    • Ameritas Advisory Services, LLC: 28,743 shares

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

  8. period ended2024-09-30
    13F 28,628 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,312,585.

    13F-HR 0001901275-24-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 172 shares
    • Ameritas Advisory Services, LLC: 28,456 shares

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