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Disclosery

Cooksen Wealth, LLC: XLB position timeline

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

Cooksen Wealth, LLC held 24,578 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,578 shares
    Change vs previous 13F +427 shares

    0.79% of the 13F portfolio, value $1,249,305.

    13F-HR 0001214659-26-009193 filed by Cooksen Wealth, 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 24,151 shares
    Change vs previous 13F +786 shares

    0.88% of the 13F portfolio, value $1,206,821.

    13F-HR 0001214659-26-005313 filed by Cooksen Wealth, 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 23,365 shares
    Change vs previous 13F +12,065 shares

    0.78% of the 13F portfolio, value $1,059,588.

    13F-HR 0001214659-26-000626 filed by Cooksen Wealth, 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 11,300 shares
    Change vs previous 13F +950 shares

    0.76% of the 13F portfolio, value $1,012,741.

    13F-HR 0001214659-25-015566 filed by Cooksen Wealth, 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 10,350 shares
    Change vs previous 13F +1,877 shares

    0.73% of the 13F portfolio, value $908,857.

    13F-HR 0001214659-25-012294 filed by Cooksen Wealth, 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 8,473 shares
    Change vs previous 13F -582 shares

    0.8% of the 13F portfolio, value $787,057.

    13F-HR 0001214659-25-006583 filed by Cooksen Wealth, 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 9,055 shares
    Change vs previous 13F +414 shares

    0.7% of the 13F portfolio, value $761,888.

    13F-HR 0001214659-25-001615 filed by Cooksen Wealth, 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 8,641 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $832,820.

    13F-HR 0001214659-24-017870 filed by Cooksen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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