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KOM Wealth Management Group, LLC: XLU position timeline

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

KOM Wealth Management Group, LLC held 60,721 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,721 shares
    Change vs previous 13F -480 shares

    1.66% of the 13F portfolio, value $2,753,098.

    13F-HR 0001804116-26-000003 filed by KOM Wealth Management Group, 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 61,201 shares
    Change vs previous 13F -4,494 shares

    1.91% of the 13F portfolio, value $2,808,502.

    13F-HR 0001804116-26-000002 filed by KOM Wealth Management Group, 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 65,695 shares
    Change vs previous 13F +33,350 shares

    1.98% of the 13F portfolio, value $2,804,518.

    13F-HR 0001804116-26-000001 filed by KOM Wealth Management Group, 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 32,345 shares
    Change vs previous 13F -3,110 shares

    2.13% of the 13F portfolio, value $2,820,796.

    13F-HR 0001804116-25-000004 filed by KOM Wealth Management Group, 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 35,455 shares
    Change vs previous 13F +6,272 shares

    2.29% of the 13F portfolio, value $2,895,234.

    13F-HR 0001085146-25-003878 filed by KOM Wealth Management Group, 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 29,183 shares
    Change vs previous 13F +5,134 shares

    2.01% of the 13F portfolio, value $2,301,081.

    13F-HR 0001085146-25-002530 filed by KOM Wealth Management Group, 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 24,049 shares
    Change vs previous 13F +2,577 shares

    1.34% of the 13F portfolio, value $1,820,305.

    13F-HR 0001085146-25-001640 filed by KOM Wealth Management Group, 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 21,472 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $1,734,564.

    13F-HR 0001085146-24-005531 filed by KOM Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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