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ALTERNA WEALTH MANAGEMENT, INC: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALTERNA WEALTH MANAGEMENT, INC on XLP, newest first. How the timeline and the estimate are built.

ALTERNA WEALTH MANAGEMENT, INC held 11,835 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,835 shares
    Change vs previous 13F +1,459 shares

    0.56% of the 13F portfolio, value $983,133.

    13F-HR 0001767699-26-000003 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 10,376 shares
    Change vs previous 13F +2,792 shares

    0.64% of the 13F portfolio, value $850,624.

    13F-HR 0001767699-26-000002 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 7,584 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $589,125.

    13F-HR 0001767699-26-000001 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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