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Laurel Wealth Advisors LLC: XLC position timeline

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

Laurel Wealth Advisors LLC held 28,137 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,137 shares
    Change vs previous 13F +40 shares

    0.29% of the 13F portfolio, value $3,014,351.

    13F-HR 0001757128-26-000003 filed by Laurel Wealth Advisors 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 28,097 shares
    Change vs previous 13F +1,310 shares

    0.32% of the 13F portfolio, value $3,285,661.

    13F-HR 0001757128-26-000002 filed by Laurel Wealth Advisors 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 26,787 shares
    Change vs previous 13F +1,650 shares

    0.42% of the 13F portfolio, value $3,153,314.

    13F-HR 0001757128-26-000001 filed by Laurel Wealth Advisors 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 25,137 shares
    Change vs previous 13F +3,001 shares

    0.42% of the 13F portfolio, value $2,975,365.

    13F-HR 0001757128-25-000008 filed by Laurel Wealth Advisors 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/A 22,136 shares
    Change vs previous 13F +4,627 shares

    0.36% of the 13F portfolio, value $2,402,387.

    13F-HR/A 0001757128-25-000009 filed by Laurel Wealth Advisors 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 17,509 shares
    Change vs previous 13F -20 shares

    0.26% of the 13F portfolio, value $1,688,684.

    13F-HR 0001757128-25-000003 filed by Laurel Wealth Advisors 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 17,529 shares
    Change vs previous 13F +516 shares

    0.27% of the 13F portfolio, value $1,696,887.

    13F-HR 0001757128-25-000001 filed by Laurel Wealth Advisors 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 17,013 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,537,946.

    13F-HR 0001757128-24-000005 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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