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Disclosery

Councilor Wealth, LLC: XLU position timeline

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

Councilor Wealth, LLC held 23,726 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,726 shares
    Change vs previous 13F +1 shares

    0.39% of the 13F portfolio, value $935,786.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,725 shares
    Change vs previous 13F +125 shares

    0.44% of the 13F portfolio, value $1,075,736.

    13F-HR 0001172661-26-002707 filed by Councilor 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 ended2026-03-31
    13F 23,600 shares
    Change vs previous 13F -125 shares

    0.53% of the 13F portfolio, value $1,083,016.

    13F-HR 0001172661-26-001795 filed by Councilor 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 ended2025-12-31
    13F 23,725 shares
    Change vs previous 13F +11,863 shares

    0.48% of the 13F portfolio, value $1,012,830.

    13F-HR 0001172661-26-000354 filed by Councilor 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 ended2025-09-30
    13F 11,862 shares
    Change vs previous 13F -13 shares

    0.48% of the 13F portfolio, value $1,034,526.

    13F-HR 0001172661-25-004615 filed by Councilor 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 ended2025-06-30
    13F 11,875 shares
    Change vs previous 13F +1 shares

    0.45% of the 13F portfolio, value $969,769.

    13F-HR 0001172661-25-002765 filed by Councilor 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 ended2025-03-31
    13F 11,874 shares
    Change vs previous 13F +1 shares

    0.47% of the 13F portfolio, value $936,328.

    13F-HR 0001172661-25-001499 filed by Councilor 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 ended2024-12-31
    13F 11,873 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $898,733.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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