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Foguth Wealth Management, LLC.: XLC position timeline

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

Foguth Wealth Management, LLC. held 116,182 XLC 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 116,182 shares
    Change vs previous 13F +25,525 shares

    1.46% of the 13F portfolio, value $12,873,017.

    13F-HR 0002016322-26-000007 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).

  2. period ended2026-03-31
    13F 90,657 shares
    Change vs previous 13F -10,826 shares

    1.22% of the 13F portfolio, value $10,488,052.

    13F-HR 0002016322-26-000006 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 ended2025-12-31
    13F 101,483 shares
    Change vs previous 13F +66,229 shares

    1.84% of the 13F portfolio, value $11,863,318.

    13F-HR 0002016322-26-000001 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 ended2025-06-30
    13F 35,254 shares
    Change vs previous 13F +22,884 shares

    0.82% of the 13F portfolio, value $3,826,148.

    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).

  5. period ended2025-03-31
    13F 12,370 shares
    Change vs previous 13F -4,481 shares

    0.29% of the 13F portfolio, value $1,193,057.

    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).

  6. period ended2024-12-31
    13F 16,851 shares
    Change vs previous 13F -12,131 shares

    0.44% of the 13F portfolio, value $1,692,006.

    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).

  7. period ended2024-09-30
    13F 28,982 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,621,422.

    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).