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AAFMAA Wealth Management & Trust LLC: XLU position timeline

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

AAFMAA Wealth Management & Trust LLC held 96,848 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 96,848 shares
    Change vs previous 13F +5,319 shares

    1.39% of the 13F portfolio, value $4,054,493.

    13F-HR 0001376474-26-000644 filed by AAFMAA Wealth Management & Trust LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 91,529 shares
    Change vs previous 13F +4,895 shares

    1.45% of the 13F portfolio, value $4,149,925.

    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).

  3. period ended2026-03-31
    13F 86,634 shares
    Change vs previous 13F +11,715 shares

    1.54% of the 13F portfolio, value $3,975,634.

    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).

  4. period ended2025-12-31
    13F 74,919 shares
    Change vs previous 13F +39,288 shares

    1.25% of the 13F portfolio, value $3,198,293.

    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).

  5. period ended2025-09-30
    13F 35,631 shares
    Change vs previous 13F +895 shares

    1.23% of the 13F portfolio, value $3,107,379.

    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).

  6. period ended2025-06-30
    13F 34,736 shares
    Change vs previous 13F +7,987 shares

    1.17% of the 13F portfolio, value $2,836,542.

    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).

  7. period ended2025-03-31
    13F 26,749 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,109,159.

    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).