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Disclosery

Arkfeld Wealth Strategies, L.L.C.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkfeld Wealth Strategies, L.L.C. on XLU, newest first. How the timeline and the estimate are built.

Arkfeld Wealth Strategies, L.L.C. held 22,011 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,011 shares
    Change vs previous 13F -336 shares

    0.3% of the 13F portfolio, value $997,090.

    13F-HR 0001789382-26-000008 filed by Arkfeld Wealth Strategies, L.L.C.
    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 22,347 shares
    Change vs previous 13F -1,090 shares

    0.33% of the 13F portfolio, value $1,028,393.

    13F-HR 0001789382-26-000004 filed by Arkfeld Wealth Strategies, L.L.C.
    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 23,437 shares
    Change vs previous 13F +9,598 shares

    0.34% of the 13F portfolio, value $981,289.

    13F-HR 0001789382-26-000002 filed by Arkfeld Wealth Strategies, L.L.C.
    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 13,839 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,230,401.

    13F-HR 0001789382-25-000005 filed by Arkfeld Wealth Strategies, L.L.C.
    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 13,839 shares
    Change vs previous 13F +8 shares

    0.45% of the 13F portfolio, value $1,134,934.

    13F-HR 0001085146-25-003722 filed by Arkfeld Wealth Strategies, L.L.C.
    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 13,831 shares
    Change vs previous 13F -531 shares

    0.46% of the 13F portfolio, value $1,050,716.

    13F-HR 0001085146-25-002057 filed by Arkfeld Wealth Strategies, L.L.C.
    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 14,362 shares
    Change vs previous 13F +56 shares

    0.49% of the 13F portfolio, value $1,072,828.

    13F-HR 0001085146-25-000381 filed by Arkfeld Wealth Strategies, L.L.C.
    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 14,306 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,163,201.

    13F-HR 0001085146-24-004875 filed by Arkfeld Wealth Strategies, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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