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Inlight Wealth Management, LLC: XLU position timeline

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

Inlight Wealth Management, LLC held 257,816 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 257,816 shares
    Change vs previous 13F +19,469 shares

    3.72% of the 13F portfolio, value $11,689,377.

    13F-HR 0001731795-26-000003 filed by Inlight Wealth Management, 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 238,347 shares
    Change vs previous 13F +28,591 shares

    4.05% of the 13F portfolio, value $10,937,744.

    13F-HR 0001731795-26-000002 filed by Inlight Wealth Management, 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 209,756 shares
    Change vs previous 13F +124,040 shares

    3.28% of the 13F portfolio, value $8,954,484.

    13F-HR 0001731795-26-000001 filed by Inlight Wealth Management, 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 85,716 shares
    Change vs previous 13F +1,555 shares

    3.51% of the 13F portfolio, value $7,475,292.

    13F-HR 0001731795-25-000007 filed by Inlight Wealth Management, 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 84,161 shares
    Change vs previous 13F +45,614 shares

    3.56% of the 13F portfolio, value $6,872,587.

    13F-HR 0001731795-25-000006 filed by Inlight Wealth Management, 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 38,547 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $3,039,431.

    13F-HR 0001731795-25-000004 filed by Inlight Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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