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Lionsbridge Wealth Management LLC: XLU position timeline

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

Lionsbridge Wealth Management LLC held 37,300 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,300 shares
    Change vs previous 13F -1,628 shares

    1.66% of the 13F portfolio, value $1,691,182.

    13F-HR 0001800533-26-000005 filed by Lionsbridge 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 38,928 shares
    Change vs previous 13F +872 shares

    1.8% of the 13F portfolio, value $1,786,406.

    13F-HR 0001800533-26-000003 filed by Lionsbridge 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 38,056 shares
    Change vs previous 13F +18,993 shares

    1.64% of the 13F portfolio, value $1,624,611.

    13F-HR 0001172661-26-000311 filed by Lionsbridge 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 19,063 shares
    Change vs previous 13F +411 shares

    1.64% of the 13F portfolio, value $1,662,484.

    13F-HR 0001172661-25-004334 filed by Lionsbridge 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 18,652 shares
    Change vs previous 13F -23,400 shares

    1.52% of the 13F portfolio, value $1,523,122.

    13F-HR 0001172661-25-002799 filed by Lionsbridge 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 42,052 shares
    Change vs previous 13F +19,119 shares

    2.88% of the 13F portfolio, value $3,243,332.

    13F-HR 0001172661-25-001817 filed by Lionsbridge 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 22,933 shares
    Change vs previous 13F -1,830 shares

    1.46% of the 13F portfolio, value $1,735,799.

    13F-HR 0001172661-25-000219 filed by Lionsbridge 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 24,763 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,000,355.

    13F-HR 0001172661-24-004444 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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