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Disclosery

Chicago Wealth Management, Inc.: XLC position timeline

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

Chicago Wealth Management, Inc. held 5,526 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,526 shares
    Change vs previous 13F -565 shares

    0.21% of the 13F portfolio, value $592,000.

    13F-HR 0001592178-26-000004 filed by Chicago Wealth Management, Inc.
    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 6,091 shares
    Change vs previous 13F -82,640 shares

    0.27% of the 13F portfolio, value $675,248.

    13F-HR 0001592178-26-000003 filed by Chicago Wealth Management, Inc.
    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 88,731 shares
    Change vs previous 13F +3,484 shares

    4.2% of the 13F portfolio, value $10,445,413.

    13F-HR 0001592178-26-000002 filed by Chicago Wealth Management, Inc.
    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 85,247 shares
    Change vs previous 13F +1,475 shares

    4.4% of the 13F portfolio, value $10,090,692.

    13F-HR 0001592178-25-000008 filed by Chicago Wealth Management, Inc.
    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 83,772 shares
    Change vs previous 13F +2,167 shares

    4.33% of the 13F portfolio, value $9,091,805.

    13F-HR 0001592178-25-000007 filed by Chicago Wealth Management, Inc.
    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 81,605 shares
    Change vs previous 13F +3,343 shares

    4.12% of the 13F portfolio, value $7,870,846.

    13F-HR 0001592178-25-000002 filed by Chicago Wealth Management, Inc.
    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 78,262 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $7,576,576.

    13F-HR 0001592178-25-000001 filed by Chicago Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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