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MFG WEALTH MANAGEMENT, INC.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MFG WEALTH MANAGEMENT, INC. on XLU, newest first. How the timeline and the estimate are built.

MFG WEALTH MANAGEMENT, INC. held 94,462 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 94,462 shares
    Change vs previous 13F +9,072 shares

    2.71% of the 13F portfolio, value $3,725,597.

    13F-HR 0002085853-26-001123 filed by MFG WEALTH MANAGEMENT, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 85,390 shares
    Change vs previous 13F +3,850 shares

    2.77% of the 13F portfolio, value $3,871,583.

    13F-HR 0002085853-26-000655 filed by MFG 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 81,540 shares
    Change vs previous 13F -2,069 shares

    3.1% of the 13F portfolio, value $3,741,871.

    13F-HR 0002085853-26-000318 filed by MFG 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 83,609 shares
    Change vs previous 13F +41,484 shares

    2.78% of the 13F portfolio, value $3,569,268.

    13F-HR 0002085853-26-000010 filed by MFG 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 42,125 shares
    Change vs previous 13F -79 shares

    2.77% of the 13F portfolio, value $3,673,721.

    13F-HR 0002085853-25-000041 filed by MFG 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 42,204 shares
    Change vs previous 13F +587 shares

    2.9% of the 13F portfolio, value $3,446,379.

    13F-HR 0001667731-25-000757 filed by MFG 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 41,617 shares
    Change vs previous 13F +244 shares

    3.13% of the 13F portfolio, value $3,281,500.

    13F-HR 0001667731-25-000501 filed by MFG 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 41,373 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $3,131,522.

    13F-HR 0001667731-25-000164 filed by MFG WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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