ATTICUS WEALTH MANAGEMENT, LLC: XLC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATTICUS WEALTH MANAGEMENT, LLC on XLC, newest first. How the timeline and the estimate are built.
ATTICUS WEALTH MANAGEMENT, LLC held 0 XLC shares at 2025-09-30 per its 13F-HR filed 2025-11-07.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -1,583 shares
13F-HR 0001800234-25-000004 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 1,583 sharesChange vs previous 13F +488 shares
0.05% of the 13F portfolio, value $171,751.
13F-HR 0001085146-25-003716 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,095 sharesChange vs previous 13F -148 shares
0.03% of the 13F portfolio, value $105,648.
13F-HR 0001085146-25-002231 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,243 sharesChange vs previous 13F -114 shares
0.04% of the 13F portfolio, value $120,323.
13F-HR 0001085146-25-000396 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,357 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $122,664.
13F-HR 0001085146-24-004854 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).