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Arta Finance Wealth Management LLC: XLP position timeline

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

Arta Finance Wealth Management LLC held 152,908 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,908 shares
    Change vs previous 13F +9,935 shares

    5.44% of the 13F portfolio, value $12,702,068.

    13F-HR 0002099257-26-000003 filed by Arta Finance Wealth 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 142,973 shares
    Change vs previous 13F +3,142 shares

    5.79% of the 13F portfolio, value $11,720,927.

    13F-HR 0002099257-26-000002 filed by Arta Finance Wealth 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 139,831 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $10,862,072.

    13F-HR 0002099257-26-000001 filed by Arta Finance Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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