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Biltmore Wealth Management, LLC: XLC position timeline

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

Biltmore Wealth Management, LLC held 91,670 XLC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 91,670 shares
    Change vs previous 13F +3,620 shares

    3.15% of the 13F portfolio, value $10,172,615.

    13F-HR 0001085146-26-000865 filed by Biltmore Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 88,050 shares
    Change vs previous 13F +3,053 shares

    2.94% of the 13F portfolio, value $9,432,763.

    13F-HR 0001598102-26-000003 filed by Biltmore 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 ended2026-03-31
    13F 84,997 shares
    Change vs previous 13F -1,826 shares

    3.35% of the 13F portfolio, value $9,422,787.

    13F-HR 0001598102-26-000002 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 86,823 shares
    Change vs previous 13F -2,285 shares

    3.86% of the 13F portfolio, value $10,220,863.

    13F-HR 0001598102-26-000001 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 89,108 shares
    Change vs previous 13F -3,851 shares

    4.03% of the 13F portfolio, value $10,547,659.

    13F-HR 0001598102-25-000002 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 92,959 shares
    Change vs previous 13F -4,350 shares

    4.08% of the 13F portfolio, value $10,088,852.

    13F-HR 0001085146-25-003687 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 97,309 shares
    Change vs previous 13F -1,465 shares

    3.96% of the 13F portfolio, value $9,385,431.

    13F-HR 0001085146-25-002130 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 98,774 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $9,562,287.

    13F-HR 0001085146-25-000166 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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