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Disclosery

Foguth Wealth Management, LLC.: XLB position timeline

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

Foguth Wealth Management, LLC. held 0 XLB shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,306 shares

    13F-HR 0002016322-25-000008 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 5,306 shares
    Change vs previous 13F -9,454 shares

    0.11% of the 13F portfolio, value $456,202.

    13F-HR 0002016322-25-000006 filed by Foguth 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 ended2024-12-31
    13F 14,760 shares
    Change vs previous 13F +3,742 shares

    0.34% of the 13F portfolio, value $1,313,622.

    13F-HR 0002016322-25-000002 filed by Foguth 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 ended2024-09-30
    13F 11,018 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,040,645.

    13F-HR 0002016322-24-000003 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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