Skip to content
Disclosery

Bellwether Advisors, LLC: XLC position timeline

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

Bellwether Advisors, LLC held 170,958 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,958 shares
    Change vs previous 13F +61,978 shares

    2.71% of the 13F portfolio, value $18,314,731.

    13F-HR 0001819815-26-000003 filed by Bellwether Advisors, 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 108,980 shares
    Change vs previous 13F -298,471 shares

    2.05% of the 13F portfolio, value $12,081,523.

    13F-HR 0001819815-26-000002 filed by Bellwether Advisors, 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 407,451 shares
    Change vs previous 13F +12,783 shares

    7.65% of the 13F portfolio, value $47,965,132.

    13F-HR 0001819815-26-000001 filed by Bellwether Advisors, 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 394,668 shares
    Change vs previous 13F +192,785 shares

    7.72% of the 13F portfolio, value $46,716,851.

    13F-HR 0001819815-25-000006 filed by Bellwether Advisors, 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 201,883 shares
    Change vs previous 13F +192,848 shares

    3.74% of the 13F portfolio, value $21,910,362.

    13F-HR 0001819815-25-000003 filed by Bellwether Advisors, 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 9,035 shares
    Change vs previous 13F -107,362 shares

    0.18% of the 13F portfolio, value $871,426.

    13F-HR 0001946654-25-000004 filed by Bellwether Advisors, 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 116,397 shares
    Change vs previous 13F -75,484 shares

    2.01% of the 13F portfolio, value $11,268,394.

    13F-HR 0001819815-25-000001 filed by Bellwether Advisors, LLC
    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 191,881 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $17,346,042.

    13F-HR 0001085146-24-005470 filed by Bellwether Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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