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HIGHLINE WEALTH PARTNERS LLC: XLU position timeline

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

HIGHLINE WEALTH PARTNERS LLC held 10,071 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,071 shares
    Change vs previous 13F +287 shares

    0.09% of the 13F portfolio, value $456,611.

    13F-HR 0002042654-26-000008 filed by HIGHLINE WEALTH PARTNERS 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 9,784 shares
    Change vs previous 13F +173 shares

    0.11% of the 13F portfolio, value $448,975.

    13F-HR 0002042654-26-000006 filed by HIGHLINE WEALTH PARTNERS 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 9,611 shares
    Change vs previous 13F +5,199 shares

    0.12% of the 13F portfolio, value $410,286.

    13F-HR 0002042654-26-000001 filed by HIGHLINE WEALTH PARTNERS 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 4,412 shares
    Change vs previous 13F +1,250 shares

    0.1% of the 13F portfolio, value $384,755.

    13F-HR 0002042654-25-000008 filed by HIGHLINE WEALTH PARTNERS 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 3,162 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $258,195.

    13F-HR 0002042654-25-000006 filed by HIGHLINE WEALTH PARTNERS LLC
    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 3,162 shares
    Change vs previous 13F +705 shares

    0.08% of the 13F portfolio, value $249,310.

    13F-HR 0002042654-25-000005 filed by HIGHLINE WEALTH PARTNERS 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 2,457 shares
    Change vs previous 13F +550 shares

    0.06% of the 13F portfolio, value $185,957.

    13F-HR 0002042654-25-000001 filed by HIGHLINE WEALTH PARTNERS LLC
    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 1,907 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $154,033.

    13F-HR 0002042654-24-000002 filed by HIGHLINE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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