Skip to content
Disclosery

Fox Hill Wealth Management: XLU position timeline

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

Fox Hill Wealth Management held 63,526 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,526 shares
    Change vs previous 13F +466 shares

    1.15% of the 13F portfolio, value $2,880,278.

    13F-HR 0001754960-26-000775 filed by Fox Hill Wealth Management
    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 63,060 shares
    Change vs previous 13F +5,534 shares

    1.39% of the 13F portfolio, value $2,893,812.

    13F-HR 0001754960-26-000377 filed by Fox Hill Wealth Management
    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 57,526 shares
    Change vs previous 13F +31,365 shares

    1.14% of the 13F portfolio, value $2,455,781.

    13F-HR 0001754960-26-000169 filed by Fox Hill Wealth Management
    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 26,161 shares
    Change vs previous 13F -1,259 shares

    1.07% of the 13F portfolio, value $2,281,515.

    13F-HR 0001754960-25-000767 filed by Fox Hill Wealth Management
    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 27,420 shares
    Change vs previous 13F +334 shares

    1.15% of the 13F portfolio, value $2,239,095.

    13F-HR 0001754960-25-000319 filed by Fox Hill Wealth Management
    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 27,086 shares
    Change vs previous 13F +44 shares

    1.26% of the 13F portfolio, value $2,135,707.

    13F-HR 0001754960-25-000295 filed by Fox Hill Wealth Management
    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 27,042 shares
    Change vs previous 13F -314 shares

    1.16% of the 13F portfolio, value $2,046,830.

    13F-HR 0001754960-25-000126 filed by Fox Hill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 27,356 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,209,842.

    13F-HR 0001754960-24-000575 filed by Fox Hill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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