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Fairvoy Private Wealth, LLC: XLU position timeline

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

Fairvoy Private Wealth, LLC held 27,284 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,284 shares
    Change vs previous 13F +1,790 shares

    0.25% of the 13F portfolio, value $1,237,041.

    13F-HR 0002046607-26-000003 filed by Fairvoy Private 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 25,494 shares
    Change vs previous 13F -16,411 shares

    0.28% of the 13F portfolio, value $1,169,909.

    13F-HR 0002046607-26-000002 filed by Fairvoy Private 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 41,905 shares
    Change vs previous 13F +20,668 shares

    0.4% of the 13F portfolio, value $1,788,944.

    13F-HR 0002046607-26-000001 filed by Fairvoy Private 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 21,237 shares
    Change vs previous 13F -5,183 shares

    0.42% of the 13F portfolio, value $1,852,104.

    13F-HR 0002046607-25-000006 filed by Fairvoy Private 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 26,420 shares
    Change vs previous 13F -2,721 shares

    0.54% of the 13F portfolio, value $2,157,458.

    13F-HR 0002046607-25-000003 filed by Fairvoy Private 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 29,141 shares
    Change vs previous 13F -2,638 shares

    0.63% of the 13F portfolio, value $2,297,783.

    13F-HR 0002046607-25-000002 filed by Fairvoy Private 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 31,779 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,405,327.

    13F-HR 0002046607-25-000001 filed by Fairvoy Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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