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Braeburn Wealth Management LLC: XLU position timeline

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

Braeburn Wealth Management LLC held 59,026 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,026 shares
    Change vs previous 13F +1,343 shares

    1.15% of the 13F portfolio, value $2,676,411.

    13F-HR 0002085853-26-000796 filed by Braeburn 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 57,683 shares
    Change vs previous 13F -60,645 shares

    1.51% of the 13F portfolio, value $2,647,069.

    13F-HR 0002085853-26-000407 filed by Braeburn 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 118,328 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $5,051,499.

    13F-HR 0002085853-26-000280 filed by Braeburn Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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