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Disclosery

MONEYWISE, INC.: XLB position timeline

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

MONEYWISE, INC. held 4,799 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,799 shares
    Change vs previous 13F -119,381 shares

    0.09% of the 13F portfolio, value $243,922.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 124,180 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $6,205,299.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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