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Disclosery

Cooksen Wealth, LLC: XLC position timeline

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

Cooksen Wealth, LLC held 45,674 XLC 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 45,674 shares
    Change vs previous 13F +3,647 shares

    3.08% of the 13F portfolio, value $4,893,036.

    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 42,027 shares
    Change vs previous 13F +2,023 shares

    3.38% of the 13F portfolio, value $4,659,062.

    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 40,004 shares
    Change vs previous 13F +654 shares

    3.44% of the 13F portfolio, value $4,709,296.

    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 39,350 shares
    Change vs previous 13F +973 shares

    3.48% of the 13F portfolio, value $4,657,846.

    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 38,377 shares
    Change vs previous 13F +5,050 shares

    3.35% of the 13F portfolio, value $4,165,005.

    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 33,327 shares
    Change vs previous 13F -4,144 shares

    2.76% of the 13F portfolio, value $2,721,483.

    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 37,471 shares
    Change vs previous 13F +691 shares

    3.34% of the 13F portfolio, value $3,627,568.

    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 36,780 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $3,324,912.

    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).