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Disclosery

Cooksen Wealth, LLC: XLY position timeline

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

Cooksen Wealth, LLC held 52,242 XLY 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 52,242 shares
    Change vs previous 13F +1,639 shares

    3.86% of the 13F portfolio, value $6,126,954.

    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 50,603 shares
    Change vs previous 13F +2,384 shares

    4.01% of the 13F portfolio, value $5,514,699.

    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 48,219 shares
    Change vs previous 13F +24,448 shares

    4.21% of the 13F portfolio, value $5,757,784.

    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 23,771 shares
    Change vs previous 13F +569 shares

    4.25% of the 13F portfolio, value $5,696,572.

    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 23,202 shares
    Change vs previous 13F +4,716 shares

    4.05% of the 13F portfolio, value $5,042,550.

    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 18,486 shares
    Change vs previous 13F -2,873 shares

    3.45% of the 13F portfolio, value $3,399,391.

    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 21,359 shares
    Change vs previous 13F +243 shares

    4.41% of the 13F portfolio, value $4,791,892.

    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 21,116 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $4,231,013.

    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).