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Disclosery

Alpha Wealth Funds, LLC: XLY position timeline

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

Alpha Wealth Funds, LLC held 6,713 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,713 shares
    Change vs previous 13F -354 shares

    0.49% of the 13F portfolio, value $787,301.

    13F-HR 0002059327-26-000003 filed by Alpha Wealth Funds, 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 7,067 shares
    Change vs previous 13F -274 shares

    0.55% of the 13F portfolio, value $770,162.

    13F-HR 0002059327-26-000002 filed by Alpha Wealth Funds, 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 7,341 shares
    Change vs previous 13F +3,583 shares

    0.59% of the 13F portfolio, value $876,589.

    13F-HR 0002059327-26-000001 filed by Alpha Wealth Funds, 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 3,758 shares
    Change vs previous 13F -423 shares

    0.74% of the 13F portfolio, value $900,567.

    13F-HR 0002059327-25-000008 filed by Alpha Wealth Funds, 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/A 4,181 shares
    Change vs previous 13F -574 shares

    0.85% of the 13F portfolio, value $908,657.

    13F-HR/A 0002059327-25-000007 filed by Alpha Wealth Funds, 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 4,755 shares
    Change vs previous 13F -3,952 shares

    1.02% of the 13F portfolio, value $938,922.

    13F-HR 0002059327-25-000005 filed by Alpha Wealth Funds, 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 8,707 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $1,953,415.

    13F-HR 0002059327-25-000001 filed by Alpha Wealth Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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