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DAYMARK WEALTH PARTNERS, LLC: XLU position timeline

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

DAYMARK WEALTH PARTNERS, LLC held 22,395 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,395 shares
    Change vs previous 13F +7,440 shares

    0.02% of the 13F portfolio, value $1,015,385.

    13F-HR 0001956824-26-000003 filed by DAYMARK WEALTH PARTNERS, 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 14,955 shares
    Change vs previous 13F +4,208 shares

    0.02% of the 13F portfolio, value $686,265.

    13F-HR 0001956824-26-000002 filed by DAYMARK WEALTH PARTNERS, 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 10,747 shares
    Change vs previous 13F +5,731 shares

    0.01% of the 13F portfolio, value $458,801.

    13F-HR 0001956824-26-000001 filed by DAYMARK WEALTH PARTNERS, 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 5,016 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $437,447.

    13F-HR 0001956824-25-000009 filed by DAYMARK WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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