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PCG Wealth Advisors, LLC: XLP position timeline

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

PCG Wealth Advisors, LLC held 37,900 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,900 shares
    Change vs previous 13F -834 shares

    0.7% of the 13F portfolio, value $3,148,365.

    13F-HR 0001905393-26-000003 filed by PCG Wealth Advisors, 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 38,734 shares
    Change vs previous 13F -136 shares

    0.8% of the 13F portfolio, value $3,175,471.

    13F-HR 0001905393-26-000002 filed by PCG Wealth Advisors, 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 38,870 shares
    Change vs previous 13F -366 shares

    0.85% of the 13F portfolio, value $3,019,437.

    13F-HR 0001905393-26-000001 filed by PCG Wealth Advisors, 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 39,236 shares
    Change vs previous 13F -473 shares

    0.9% of the 13F portfolio, value $3,074,957.

    13F-HR 0001905393-25-000003 filed by PCG Wealth Advisors, 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 39,709 shares
    Change vs previous 13F -1,027 shares

    1.64% of the 13F portfolio, value $3,215,253.

    13F-HR 0001085146-25-004660 filed by PCG Wealth Advisors, 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 40,736 shares
    Change vs previous 13F -2,536 shares

    1.16% of the 13F portfolio, value $3,326,938.

    13F-HR 0001085146-25-002601 filed by PCG Wealth Advisors, 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 43,272 shares
    Change vs previous 13F -1,035 shares

    1.26% of the 13F portfolio, value $3,401,633.

    13F-HR 0001085146-25-000366 filed by PCG Wealth Advisors, 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 44,307 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $3,677,497.

    13F-HR 0001085146-24-004929 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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