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Leicht Financial Planning & Wealth Management, Inc.: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leicht Financial Planning & Wealth Management, Inc. on XLC, newest first. How the timeline and the estimate are built.

Leicht Financial Planning & Wealth Management, Inc. held 0 XLC shares at 2025-12-31 per its 13F-HR filed 2026-02-04.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -48,878 shares

    13F-HR 0001710666-26-000001 filed by Leicht Financial Planning & Wealth Management, Inc.
    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 ended2025-09-30
    13F 48,878 shares
    Change vs previous 13F -475 shares

    2.61% of the 13F portfolio, value $5,785,684.

    13F-HR 0001710666-25-000003 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 49,353 shares
    Change vs previous 13F +2,117 shares

    2.54% of the 13F portfolio, value $5,356,292.

    13F-HR 0001085146-25-004718 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 47,236 shares
    Change vs previous 13F -6,740 shares

    2.38% of the 13F portfolio, value $4,555,909.

    13F-HR 0001085146-25-002071 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 53,976 shares
    Change vs previous 13F -1,012 shares

    2.67% of the 13F portfolio, value $5,225,418.

    13F-HR 0001085146-25-001832 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 54,988 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $4,970,907.

    13F-HR 0001085146-24-004958 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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