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Disclosery

Laidlaw Wealth Management LLC: XLY position timeline

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

Laidlaw Wealth Management LLC held 0 XLY shares at 2025-03-31 per its 13F-HR filed 2025-05-16.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -17,149 shares

    13F-HR 0001800608-25-000002 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 17,149 shares
    Change vs previous 13F +352 shares

    1.68% of the 13F portfolio, value $3,847,378.

    13F-HR 0001800608-25-000001 filed by Laidlaw 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 ended2024-09-30
    13F 16,797 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $3,365,615.

    13F-HR 0001800608-24-000005 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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