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Astra Wealth Partners LLC: XLC position timeline

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

Astra Wealth Partners LLC held 5,532 XLC 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 5,532 shares
    Change vs previous 13F +133 shares

    0.33% of the 13F portfolio, value $592,593.

    13F-HR 0002054825-26-000003 filed by Astra Wealth Partners 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 5,399 shares
    Change vs previous 13F +76 shares

    0.38% of the 13F portfolio, value $598,482.

    13F-HR 0002054825-26-000002 filed by Astra Wealth Partners 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 5,323 shares
    Change vs previous 13F +360 shares

    0.38% of the 13F portfolio, value $626,569.

    13F-HR 0002054825-26-000001 filed by Astra Wealth Partners 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/A 4,963 shares
    Change vs previous 13F +291 shares

    0.41% of the 13F portfolio, value $587,415.

    13F-HR/A 0002054825-25-000009 filed by Astra Wealth Partners 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 4,672 shares
    Change vs previous 13F +761 shares

    0.41% of the 13F portfolio, value $507,002.

    13F-HR 0002054825-25-000004 filed by Astra Wealth Partners 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 3,911 shares
    Change vs previous 13F +715 shares

    0.36% of the 13F portfolio, value $377,171.

    13F-HR 0002054825-25-000003 filed by Astra Wealth Partners 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 3,196 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $309,360.

    13F-HR 0002054825-25-000002 filed by Astra Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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