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Disclosery

Green Ridge Wealth Planning LLC: XLC position timeline

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

Green Ridge Wealth Planning LLC held 12,281 XLC shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,281 shares
    Change vs previous 13F -546 shares

    0.55% of the 13F portfolio, value $1,362,823.

    13F-HR 0002085853-26-001104 filed by Green Ridge Wealth Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,827 shares
    Change vs previous 13F -6,544 shares

    0.58% of the 13F portfolio, value $1,374,157.

    13F-HR 0002085853-26-000649 filed by Green Ridge Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,371 shares
    Change vs previous 13F -18,563 shares

    1.13% of the 13F portfolio, value $2,147,440.

    13F-HR 0002085853-26-000332 filed by Green Ridge Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 37,934 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $4,465,642.

    13F-HR 0002085853-26-000297 filed by Green Ridge Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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