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CONTINUUM WEALTH ADVISORS, LLC: XLC position timeline

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

CONTINUUM WEALTH ADVISORS, LLC held 0 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -78,859 shares

    13F-HR 0001966482-26-000003 filed by CONTINUUM WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 78,859 shares
    Change vs previous 13F +2,929 shares

    3.63% of the 13F portfolio, value $8,742,309.

    13F-HR 0001966482-26-000002 filed by CONTINUUM WEALTH 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 75,930 shares
    Change vs previous 13F -870 shares

    3.45% of the 13F portfolio, value $8,938,480.

    13F-HR 0001966482-26-000001 filed by CONTINUUM WEALTH 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 76,800 shares
    Change vs previous 13F +3,784 shares

    3.88% of the 13F portfolio, value $9,090,816.

    13F-HR 0001966482-25-000007 filed by CONTINUUM WEALTH 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 73,016 shares
    Change vs previous 13F +89 shares

    3.81% of the 13F portfolio, value $7,924,426.

    13F-HR 0001966482-25-000005 filed by CONTINUUM WEALTH 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 72,927 shares
    Change vs previous 13F +2,187 shares

    3.61% of the 13F portfolio, value $7,033,809.

    13F-HR 0001966482-25-000002 filed by CONTINUUM WEALTH 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 70,740 shares
    Change vs previous 13F +5,273 shares

    3.46% of the 13F portfolio, value $6,848,339.

    13F-HR 0001966482-25-000001 filed by CONTINUUM WEALTH 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 65,467 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $5,918,217.

    13F-HR 0001966482-24-000004 filed by CONTINUUM WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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