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PARK AVENUE SECURITIES LLC: XLU position timeline

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

PARK AVENUE SECURITIES LLC held 142,834 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,834 shares
    Change vs previous 13F -8,780 shares

    0.04% of the 13F portfolio, value $6,476,000.

    13F-HR 0001071640-26-000012 filed by PARK AVENUE SECURITIES 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 151,614 shares
    Change vs previous 13F -11,540 shares

    0.05% of the 13F portfolio, value $6,958,000.

    13F-HR 0001071640-26-000007 filed by PARK AVENUE SECURITIES 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 163,154 shares
    Change vs previous 13F +87,012 shares

    0.06% of the 13F portfolio, value $6,965,000.

    13F-HR 0001071640-26-000001 filed by PARK AVENUE SECURITIES 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 76,142 shares
    Change vs previous 13F +9,014 shares

    0.05% of the 13F portfolio, value $6,640,000.

    13F-HR 0001071640-25-000020 filed by PARK AVENUE SECURITIES 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 67,128 shares
    Change vs previous 13F +67,128 shares

    0.05% of the 13F portfolio, value $5,482,000.

    13F-HR 0001071640-25-000013 filed by PARK AVENUE SECURITIES 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 0 shares
    Change vs previous 13F -51,740 shares

    13F-HR 0001071640-25-000010 filed by PARK AVENUE SECURITIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 51,740 shares
    Change vs previous 13F +6,907 shares

    0.04% of the 13F portfolio, value $3,916,000.

    13F-HR 0001071640-25-000003 filed by PARK AVENUE SECURITIES 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 44,833 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,622,000.

    13F-HR 0001071640-24-000017 filed by PARK AVENUE SECURITIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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