Skip to content
Disclosery

Cooksen Wealth, LLC: XLP position timeline

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

Cooksen Wealth, LLC held 33,463 XLP 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 33,463 shares
    Change vs previous 13F +885 shares

    1.75% of the 13F portfolio, value $2,779,782.

    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 32,578 shares
    Change vs previous 13F +1,177 shares

    1.94% of the 13F portfolio, value $2,670,707.

    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 31,401 shares
    Change vs previous 13F +1,782 shares

    1.78% of the 13F portfolio, value $2,439,235.

    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 29,619 shares
    Change vs previous 13F +2,270 shares

    1.73% of the 13F portfolio, value $2,321,277.

    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 27,349 shares
    Change vs previous 13F +6,826 shares

    1.78% of the 13F portfolio, value $2,214,444.

    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 20,523 shares
    Change vs previous 13F -3,776 shares

    1.59% of the 13F portfolio, value $1,567,136.

    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 24,299 shares
    Change vs previous 13F +1,436 shares

    1.76% of the 13F portfolio, value $1,910,144.

    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 22,863 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $1,897,629.

    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).