Skip to content
Disclosery

ADG Wealth Management Group, LLC: XLU position timeline

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

ADG Wealth Management Group, LLC held 91,180 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,180 shares
    Change vs previous 13F +91,180 shares

    2.62% of the 13F portfolio, value $4,134,127.

    13F-HR 0002053824-26-000004 filed by ADG Wealth Management Group, 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 0 shares
    Change vs previous 13F -86,745 shares

    13F-HR 0002053824-26-000002 filed by ADG Wealth Management Group, 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.

  3. period ended2025-12-31
    13F 86,745 shares
    Change vs previous 13F +43,238 shares

    2.81% of the 13F portfolio, value $3,703,144.

    13F-HR 0002053824-26-000001 filed by ADG Wealth Management Group, 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 43,507 shares
    Change vs previous 13F +3,001 shares

    3.02% of the 13F portfolio, value $3,794,255.

    13F-HR 0002053824-25-000006 filed by ADG Wealth Management Group, 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 40,506 shares
    Change vs previous 13F +40,506 shares

    2.82% of the 13F portfolio, value $3,307,730.

    13F-HR 0002053824-25-000005 filed by ADG Wealth Management Group, 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 -43,207 shares

    13F-HR 0002053824-25-000003 filed by ADG Wealth Management Group, 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 43,207 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $3,270,364.

    13F-HR 0002053824-25-000002 filed by ADG Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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