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Darwin Wealth Management, LLC: XLY position timeline

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

Darwin Wealth Management, LLC held 32,816 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,816 shares
    Change vs previous 13F +666 shares

    1.05% of the 13F portfolio, value $3,848,756.

    13F-HR 0001663224-26-000003 filed by Darwin Wealth Management, 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 32,150 shares
    Change vs previous 13F -63 shares

    1.09% of the 13F portfolio, value $3,503,774.

    13F-HR 0001663224-26-000002 filed by Darwin Wealth Management, 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 32,213 shares
    Change vs previous 13F +20,190 shares

    1.2% of the 13F portfolio, value $3,846,643.

    13F-HR 0001663224-26-000001 filed by Darwin Wealth Management, 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 12,023 shares
    Change vs previous 13F -2,166 shares

    0.92% of the 13F portfolio, value $2,881,295.

    13F-HR 0001663224-25-000009 filed by Darwin Wealth Management, 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 14,189 shares
    Change vs previous 13F +3,963 shares

    1.07% of the 13F portfolio, value $3,083,846.

    13F-HR 0001663224-25-000002 filed by Darwin Wealth Management, 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 10,226 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $2,294,217.

    13F-HR 0001663224-25-000005 filed by Darwin Wealth Management, 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/A 10,226 shares
    Change vs previous 13F -5,674 shares

    0.77% of the 13F portfolio, value $2,294,217.

    13F-HR/A 0001663224-25-000008 filed by Darwin Wealth Management, 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 15,900 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,185,847.

    13F-HR 0001663224-24-000003 filed by Darwin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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