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Koa Wealth Management, LLC: XLU position timeline

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

Koa Wealth Management, LLC held 45,969 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,969 shares
    Change vs previous 13F +7 shares

    1.42% of the 13F portfolio, value $2,084,249.

    13F-HR 0001172661-26-002703 filed by Koa 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 45,962 shares
    Change vs previous 13F +2,182 shares

    1.52% of the 13F portfolio, value $2,109,203.

    13F-HR 0001172661-26-001567 filed by Koa 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 43,780 shares
    Change vs previous 13F +17,946 shares

    1.28% of the 13F portfolio, value $1,868,975.

    13F-HR 0001172661-26-000393 filed by Koa 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 25,834 shares
    Change vs previous 13F -4,997 shares

    1.67% of the 13F portfolio, value $2,252,988.

    13F-HR 0001172661-25-004446 filed by Koa 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 30,831 shares
    Change vs previous 13F -3,803 shares

    2% of the 13F portfolio, value $2,517,678.

    13F-HR 0001172661-25-002749 filed by Koa 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 34,634 shares
    Change vs previous 13F -1,366 shares

    2.21% of the 13F portfolio, value $2,730,909.

    13F-HR 0001172661-25-001663 filed by Koa 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 36,000 shares
    Change vs previous 13F -1,512 shares

    2.23% of the 13F portfolio, value $2,724,872.

    13F-HR 0001172661-25-000327 filed by Koa Wealth Management, 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 37,512 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $3,030,254.

    13F-HR 0001172661-24-004482 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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