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Disclosery

AlphaStar Capital Management, LLC: XLC position timeline

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

AlphaStar Capital Management, LLC held 41,122 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,122 shares
    Change vs previous 13F -210,600 shares

    0.28% of the 13F portfolio, value $4,405,365.

    13F-HR 0001633857-26-000004 filed by AlphaStar Capital Management, 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 251,722 shares
    Change vs previous 13F +23,999 shares

    2.06% of the 13F portfolio, value $27,905,943.

    13F-HR 0001633857-26-000003 filed by AlphaStar Capital Management, 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 227,723 shares
    Change vs previous 13F -79,377 shares

    1.97% of the 13F portfolio, value $26,807,547.

    13F-HR 0001633857-26-000001 filed by AlphaStar Capital Management, 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 307,100 shares
    Change vs previous 13F +96,490 shares

    3.13% of the 13F portfolio, value $36,351,396.

    13F-HR 0001633857-25-000010 filed by AlphaStar Capital Management, 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 210,610 shares
    Change vs previous 13F +207,135 shares

    1.61% of the 13F portfolio, value $22,857,484.

    13F-HR 0001633857-25-000008 filed by AlphaStar Capital Management, 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 3,475 shares
    Change vs previous 13F -191,196 shares

    0.03% of the 13F portfolio, value $335,188.

    13F-HR 0001633857-25-000006 filed by AlphaStar Capital Management, 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 194,671 shares
    Change vs previous 13F +173,056 shares

    1.97% of the 13F portfolio, value $18,846,113.

    13F-HR 0001633857-25-000002 filed by AlphaStar Capital Management, 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 21,615 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,953,962.

    13F-HR 0001633857-24-000003 filed by AlphaStar Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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