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Moss Adams Wealth Advisors LLC: XLC position timeline

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

Moss Adams Wealth Advisors LLC held 504,352 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 504,352 shares
    Change vs previous 13F +19,828 shares

    3.38% of the 13F portfolio, value $54,031,278.

    13F-HR 0001661245-26-000004 filed by Moss Adams Wealth Advisors 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 484,524 shares
    Change vs previous 13F +6,637 shares

    3.93% of the 13F portfolio, value $53,714,313.

    13F-HR 0001661245-26-000002 filed by Moss Adams Wealth Advisors 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 477,887 shares
    Change vs previous 13F +4,473 shares

    4.08% of the 13F portfolio, value $56,256,904.

    13F-HR 0001661245-26-000001 filed by Moss Adams Wealth Advisors 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 473,414 shares
    Change vs previous 13F +33,397 shares

    4.37% of the 13F portfolio, value $56,037,989.

    13F-HR 0001661245-25-000006 filed by Moss Adams Wealth Advisors 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 440,017 shares
    Change vs previous 13F +6,500 shares

    4.34% of the 13F portfolio, value $47,755,065.

    13F-HR 0001661245-25-000004 filed by Moss Adams Wealth Advisors 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 433,517 shares
    Change vs previous 13F +11,515 shares

    4.4% of the 13F portfolio, value $41,812,715.

    13F-HR 0001661245-25-000003 filed by Moss Adams Wealth Advisors 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 422,002 shares
    Change vs previous 13F +2,033 shares

    4.32% of the 13F portfolio, value $40,854,041.

    13F-HR 0001661245-25-000001 filed by Moss Adams Wealth Advisors 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 419,969 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $37,965,241.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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