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KDK Private Wealth Management, LLC: XLC position timeline

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

KDK Private Wealth Management, LLC held 2,967 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,967 shares
    Change vs previous 13F -182 shares

    0.26% of the 13F portfolio, value $317,854.

    13F-HR 0002085853-26-000993 filed by KDK Private 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 3,149 shares
    Change vs previous 13F -75 shares

    0.32% of the 13F portfolio, value $349,098.

    13F-HR 0002085853-26-000536 filed by KDK Private 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/A 3,224 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $379,528.

    13F-HR/A 0002085853-26-000256 filed by KDK Private 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 3,224 shares
    Change vs previous 13F -136 shares

    0.39% of the 13F portfolio, value $381,624.

    13F-HR 0002085853-25-000271 filed by KDK Private 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 3,360 shares
    Change vs previous 13F -58 shares

    0.39% of the 13F portfolio, value $364,660.

    13F-HR 0001667731-25-001109 filed by KDK Private 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 3,418 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $329,665.

    13F-HR 0001667731-25-000598 filed by KDK Private Wealth Management, 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 3,418 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $330,897.

    13F-HR 0001667731-25-000253 filed by KDK Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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