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AAFMAA Wealth Management & Trust LLC: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAFMAA Wealth Management & Trust LLC on XLC, newest first. How the timeline and the estimate are built.

AAFMAA Wealth Management & Trust LLC held 51,607 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,607 shares
    Change vs previous 13F +2,919 shares

    1.93% of the 13F portfolio, value $5,528,658.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust 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 48,688 shares
    Change vs previous 13F +20,351 shares

    2.09% of the 13F portfolio, value $5,397,552.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust 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 28,337 shares
    Change vs previous 13F +3,151 shares

    1.31% of the 13F portfolio, value $3,335,832.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust 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 25,186 shares
    Change vs previous 13F +288 shares

    1.18% of the 13F portfolio, value $2,981,267.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust 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 24,898 shares
    Change vs previous 13F +4,863 shares

    1.12% of the 13F portfolio, value $2,702,180.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust 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 20,035 shares
    Change vs previous 13F +11,009 shares

    0.88% of the 13F portfolio, value $1,932,375.

    13F-HR 0001376474-25-000327 filed by AAFMAA Wealth Management & Trust 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 9,026 shares
    Change vs previous 13F +178 shares

    0.38% of the 13F portfolio, value $873,807.

    13F-HR 0001376474-25-000067 filed by AAFMAA Wealth Management & Trust 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 8,848 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $799,859.

    13F-HR 0001376474-24-000602 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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