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Ancora Advisors LLC: XLU position timeline

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

Ancora Advisors LLC held 2,688 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 2,688 shares
    Change vs previous 13F -2,500 shares

    <0.01% of the 13F portfolio, value $121,874.

    13F-HR 0001446114-26-000012 filed by Ancora Advisors 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 5,188 shares
    Change vs previous 13F -3,500 shares

    0.01% of the 13F portfolio, value $238,077.

    13F-HR 0001446114-26-000009 filed by Ancora Advisors 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 8,688 shares
    Change vs previous 13F +4,344 shares

    0.01% of the 13F portfolio, value $370,891.

    13F-HR 0001446114-26-000006 filed by Ancora Advisors LLC
    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 4,344 shares
    Change vs previous 13F -106 shares

    0.01% of the 13F portfolio, value $378,840.

    13F-HR 0001446114-25-000048 filed by Ancora Advisors LLC
    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 4,450 shares
    Change vs previous 13F +106 shares

    0.01% of the 13F portfolio, value $363,387.

    13F-HR 0001446114-25-000037 filed by Ancora Advisors LLC
    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 4,344 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $342,524.

    13F-HR 0001446114-25-000023 filed by Ancora Advisors LLC
    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 4,344 shares
    Change vs previous 13F +3,475 shares

    0.01% of the 13F portfolio, value $328,797.

    13F-HR 0001446114-25-000009 filed by Ancora Advisors LLC
    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 869 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $70,198.

    13F-HR 0001446114-24-000029 filed by Ancora Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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