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Paradigm, Strategies in Wealth Management, LLC: XLU position timeline

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

Paradigm, Strategies in Wealth Management, LLC held 13,685 XLU 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 13,685 shares
    Change vs previous 13F +8 shares

    0.38% of the 13F portfolio, value $620,483.

    13F-HR 0001172661-26-002719 filed by Paradigm, Strategies in Wealth Management, 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 13,677 shares
    Change vs previous 13F +9 shares

    0.43% of the 13F portfolio, value $627,629.

    13F-HR 0001172661-26-001615 filed by Paradigm, Strategies in Wealth Management, 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 13,668 shares
    Change vs previous 13F +6,838 shares

    0.38% of the 13F portfolio, value $583,481.

    13F-HR 0001172661-26-000261 filed by Paradigm, Strategies in Wealth Management, 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 6,830 shares
    Change vs previous 13F +4 shares

    0.38% of the 13F portfolio, value $595,661.

    13F-HR 0001172661-25-004379 filed by Paradigm, Strategies in Wealth Management, 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 6,826 shares
    Change vs previous 13F +5 shares

    0.36% of the 13F portfolio, value $557,403.

    13F-HR 0001172661-25-002852 filed by Paradigm, Strategies in Wealth Management, 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 6,821 shares
    Change vs previous 13F -121 shares

    0.36% of the 13F portfolio, value $537,874.

    13F-HR 0001172661-25-001600 filed by Paradigm, Strategies in Wealth Management, 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 6,942 shares
    Change vs previous 13F -60 shares

    0.35% of the 13F portfolio, value $525,433.

    13F-HR 0001172661-25-000186 filed by Paradigm, Strategies in Wealth Management, 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 7,002 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $565,597.

    13F-HR 0001172661-24-004344 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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