Skip to content
Disclosery

McGlone Suttner Wealth Management, Inc.: XLU position timeline

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

McGlone Suttner Wealth Management, Inc. held 19,911 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,911 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $785,276.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,904 shares
    Change vs previous 13F +6 shares

    0.11% of the 13F portfolio, value $902,435.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner 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 ended2026-03-31
    13F 19,898 shares
    Change vs previous 13F +6 shares

    0.12% of the 13F portfolio, value $913,112.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner 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 ended2025-12-31
    13F 19,892 shares
    Change vs previous 13F +9,950 shares

    0.11% of the 13F portfolio, value $849,169.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner 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 ended2025-09-30
    13F 9,942 shares
    Change vs previous 13F +10 shares

    0.12% of the 13F portfolio, value $867,073.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner 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 ended2025-06-30
    13F 9,932 shares
    Change vs previous 13F +10 shares

    0.12% of the 13F portfolio, value $811,018.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,922 shares
    Change vs previous 13F +12 shares

    0.13% of the 13F portfolio, value $782,330.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,910 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $750,111.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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