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Disclosery

4WEALTH ADVISORS, INC.: XLU position timeline

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

4WEALTH ADVISORS, INC. held 12,397 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,397 shares
    Change vs previous 13F +1,756 shares

    0.34% of the 13F portfolio, value $492,295.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,641 shares
    Change vs previous 13F -834 shares

    0.38% of the 13F portfolio, value $489,719.

    13F-HR 0001941040-26-000425 filed by 4WEALTH 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 ended2026-03-31
    13F 11,475 shares
    Change vs previous 13F +2,463 shares

    0.45% of the 13F portfolio, value $526,929.

    13F-HR 0001941040-26-000269 filed by 4WEALTH 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 ended2025-12-31
    13F 9,012 shares
    Change vs previous 13F +4,119 shares

    0.33% of the 13F portfolio, value $384,707.

    13F-HR 0001941040-26-000036 filed by 4WEALTH 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 ended2025-09-30
    13F 4,893 shares
    Change vs previous 13F -407 shares

    0.39% of the 13F portfolio, value $426,717.

    13F-HR 0001941040-25-000575 filed by 4WEALTH 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 ended2025-06-30
    13F 5,300 shares
    Change vs previous 13F +218 shares

    0.45% of the 13F portfolio, value $432,781.

    13F-HR 0001941040-25-000412 filed by 4WEALTH 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 ended2025-03-31
    13F 5,082 shares
    Change vs previous 13F +369 shares

    0.44% of the 13F portfolio, value $400,683.

    13F-HR 0001941040-25-000258 filed by 4WEALTH 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 ended2024-12-31
    13F 4,713 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $356,755.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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