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Foguth Wealth Management, LLC.: XLU position timeline

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

Foguth Wealth Management, LLC. held 392,328 XLU 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 392,328 shares
    Change vs previous 13F +81,166 shares

    2.01% of the 13F portfolio, value $17,631,219.

    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 311,162 shares
    Change vs previous 13F -43,320 shares

    1.61% of the 13F portfolio, value $13,821,807.

    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 354,482 shares
    Change vs previous 13F +262,940 shares

    2.37% of the 13F portfolio, value $15,306,552.

    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 91,542 shares
    Change vs previous 13F +74,171 shares

    1.6% of the 13F portfolio, value $7,475,280.

    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 17,371 shares
    Change vs previous 13F -34,859 shares

    0.33% of the 13F portfolio, value $1,369,722.

    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 52,230 shares
    Change vs previous 13F +25,160 shares

    1.09% of the 13F portfolio, value $4,151,760.

    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 27,070 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,151,519.

    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).