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Disclosery

Pasadena Private Wealth, LLC: XYLD position timeline

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

Pasadena Private Wealth, LLC held 0 XYLD shares at 2025-06-30 per its 13F-HR filed 2025-08-01.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -30,050 shares

    13F-HR 0001760578-25-000004 filed by Pasadena Private Wealth, LLC
    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.

  2. period ended2025-03-31
    13F 30,050 shares
    Change vs previous 13F +5,590 shares

    0.23% of the 13F portfolio, value $1,186,676.

    13F-HR 0001760578-25-000003 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 24,460 shares
    Change vs previous 13F +1,133 shares

    0.21% of the 13F portfolio, value $1,024,876.

    13F-HR 0001760578-25-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 23,327 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $968,072.

    13F-HR 0001760578-24-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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