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MOULTON WEALTH MANAGEMENT, INC: XLU position timeline

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

MOULTON WEALTH MANAGEMENT, INC held 17,987 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 17,987 shares
    Change vs previous 13F +8 shares

    0.48% of the 13F portfolio, value $713,738.

    13F-HR 0001754960-26-000838 filed by MOULTON WEALTH MANAGEMENT, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,979 shares
    Change vs previous 13F +17,979 shares

    0.53% of the 13F portfolio, value $805,654.

    13F-HR 0001754960-26-000394 filed by MOULTON 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 0 shares
    Change vs previous 13F -17,835 shares

    13F-HR 0001754960-26-000211 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 17,835 shares
    Change vs previous 13F +8,863 shares

    0.73% of the 13F portfolio, value $770,127.

    13F-HR 0001754960-26-000038 filed by MOULTON 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 8,972 shares
    Change vs previous 13F -9,657 shares

    0.57% of the 13F portfolio, value $782,432.

    13F-HR 0001754960-25-000644 filed by MOULTON 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 18,629 shares
    Change vs previous 13F -3,016 shares

    1.15% of the 13F portfolio, value $1,524,599.

    13F-HR 0001754960-25-000323 filed by MOULTON 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 21,645 shares
    Change vs previous 13F +3,069 shares

    1.3% of the 13F portfolio, value $1,706,714.

    13F-HR 0001754960-25-000178 filed by MOULTON 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 18,576 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,406,043.

    13F-HR 0001754960-25-000037 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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