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Disclosery

Future Financial Wealth Managment LLC: XLB position timeline

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

Future Financial Wealth Managment LLC held 0 XLB shares at 2025-12-31 per its 13F-HR filed 2026-01-21.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -23,053 shares

    13F-HR 0001801892-26-000001 filed by Future Financial Wealth Managment 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 ended2025-09-30
    13F 23,053 shares
    Change vs previous 13F +617 shares

    1.3% of the 13F portfolio, value $2,066,029.

    13F-HR 0001801892-25-000005 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 22,436 shares
    Change vs previous 13F +200 shares

    1.34% of the 13F portfolio, value $1,970,072.

    13F-HR 0001801892-25-000004 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 22,236 shares
    Change vs previous 13F +22,116 shares

    1.4% of the 13F portfolio, value $1,911,851.

    13F-HR 0001801892-25-000002 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 120 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $10,097.

    13F-HR 0001801892-25-000001 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 120 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,566.

    13F-HR 0001801892-24-000005 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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