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Disclosery

Chemistry Wealth Management LLC: XLU position timeline

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

Chemistry Wealth Management LLC held 12,789 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,789 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $579,853.

    13F-HR 0001951757-26-000934 filed by Chemistry 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 12,789 shares
    Change vs previous 13F -1,429 shares

    0.1% of the 13F portfolio, value $586,887.

    13F-HR 0001951757-26-000560 filed by Chemistry 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 14,218 shares
    Change vs previous 13F +7,109 shares

    0.11% of the 13F portfolio, value $606,966.

    13F-HR 0001951757-26-000004 filed by Chemistry 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 ended2025-09-30
    13F 7,109 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $619,976.

    13F-HR 0001951757-25-001180 filed by Chemistry 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 ended2025-06-30
    13F 7,109 shares
    Change vs previous 13F +734 shares

    0.12% of the 13F portfolio, value $580,521.

    13F-HR 0001951757-25-000575 filed by Chemistry 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 ended2025-03-31
    13F 6,375 shares
    Change vs previous 13F -191 shares

    0.12% of the 13F portfolio, value $502,669.

    13F-HR 0001951757-25-000299 filed by Chemistry 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 ended2024-12-31
    13F 6,566 shares
    Change vs previous 13F -632 shares

    0.12% of the 13F portfolio, value $496,981.

    13F-HR 0001951757-25-000040 filed by Chemistry 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 ended2024-09-30
    13F 7,198 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $581,454.

    13F-HR 0001951757-24-000967 filed by Chemistry Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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