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Onyx Bridge Wealth Group LLC: XLC position timeline

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

Onyx Bridge Wealth Group LLC held 11,760 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,760 shares
    Change vs previous 13F -94,294 shares

    0.11% of the 13F portfolio, value $1,259,819.

    13F-HR 0001819476-26-000005 filed by Onyx Bridge Wealth Group 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 106,054 shares
    Change vs previous 13F -7,510 shares

    1.26% of the 13F portfolio, value $11,757,101.

    13F-HR 0001819476-26-000003 filed by Onyx Bridge Wealth Group 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 113,564 shares
    Change vs previous 13F -3,412 shares

    1.42% of the 13F portfolio, value $13,368,742.

    13F-HR 0001819476-26-000001 filed by Onyx Bridge Wealth Group 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 116,976 shares
    Change vs previous 13F +1,883 shares

    1.51% of the 13F portfolio, value $13,846,491.

    13F-HR 0001819476-25-000008 filed by Onyx Bridge Wealth Group 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 115,093 shares
    Change vs previous 13F +20,129 shares

    1.65% of the 13F portfolio, value $12,491,066.

    13F-HR 0001819476-25-000007 filed by Onyx Bridge Wealth Group 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 94,964 shares
    Change vs previous 13F -46,292 shares

    1.31% of the 13F portfolio, value $9,159,243.

    13F-HR 0001819476-25-000005 filed by Onyx Bridge Wealth Group 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 141,256 shares
    Change vs previous 13F +136,663 shares

    1.97% of the 13F portfolio, value $13,674,949.

    13F-HR 0001819476-25-000002 filed by Onyx Bridge Wealth Group 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 4,593 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $415,236.

    13F-HR 0001819476-24-000009 filed by Onyx Bridge Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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