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Disclosery

One Wealth Map LLC: XLU position timeline

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

One Wealth Map LLC held 109,651 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,651 shares
    Change vs previous 13F +4,645 shares

    2.3% of the 13F portfolio, value $4,924,417.

    13F-HR 0001802635-26-000003 filed by One Wealth Map 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 105,006 shares
    Change vs previous 13F -2,942 shares

    2.38% of the 13F portfolio, value $4,888,010.

    13F-HR 0001802635-26-000002 filed by One Wealth Map 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 107,948 shares
    Change vs previous 13F +56,510 shares

    2.34% of the 13F portfolio, value $4,600,753.

    13F-HR 0001802635-26-000001 filed by One Wealth Map 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 51,438 shares
    Change vs previous 13F -1,459 shares

    2.45% of the 13F portfolio, value $4,611,954.

    13F-HR 0001802635-25-000007 filed by One Wealth Map 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 52,897 shares
    Change vs previous 13F +2,644 shares

    2.44% of the 13F portfolio, value $4,444,399.

    13F-HR 0001802635-25-000003 filed by One Wealth Map 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 50,253 shares
    Change vs previous 13F +149 shares

    2.54% of the 13F portfolio, value $3,815,695.

    13F-HR 0001802635-25-000002 filed by One Wealth Map 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 50,104 shares
    Change vs previous 13F -1,753 shares

    2.44% of the 13F portfolio, value $4,021,842.

    13F-HR 0001802635-25-000001 filed by One Wealth Map 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 51,857 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $4,180,216.

    13F-HR 0001802635-24-000004 filed by One Wealth Map LLC
    Filed (acceptance time not in the bulk data set), ingested

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