Skip to content
Disclosery

Goodman Advisory Group, LLC: XLC position timeline

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

Goodman Advisory Group, LLC held 5,241 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,241 shares
    Change vs previous 13F -216 shares

    0.13% of the 13F portfolio, value $561,433.

    13F-HR 0001864123-26-000010 filed by Goodman Advisory Group, 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 5,457 shares
    Change vs previous 13F +1,512 shares

    0.16% of the 13F portfolio, value $605,020.

    13F-HR 0001864123-26-000003 filed by Goodman Advisory Group, 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 3,945 shares
    Change vs previous 13F -461 shares

    0.11% of the 13F portfolio, value $464,429.

    13F-HR 0001864123-26-000001 filed by Goodman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,406 shares
    Change vs previous 13F +4,406 shares

    0.13% of the 13F portfolio, value $521,588.

    13F-HR 0001864123-25-000008 filed by Goodman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,326 shares

    13F-HR 0001864123-25-000006 filed by Goodman Advisory Group, 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.

  6. period ended2025-03-31
    13F/A 3,326 shares
    Change vs previous 13F +3,326 shares

    0.1% of the 13F portfolio, value $320,895.

    13F-HR/A 0001864123-25-000004 filed by Goodman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -4,052 shares

    13F-HR 0001864123-25-000001 filed by Goodman Advisory Group, 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.

  8. period ended2024-09-30
    13F 4,052 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $366,395.

    13F-HR 0001864123-24-000005 filed by Goodman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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