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Disclosery

Performance Wealth Partners, LLC: XLU position timeline

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

Performance Wealth Partners, LLC held 37,763 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,763 shares
    Change vs previous 13F -2,683 shares

    0.04% of the 13F portfolio, value $1,712,177.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 40,446 shares
    Change vs previous 13F +8 shares

    0.05% of the 13F portfolio, value $1,856,060.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 40,438 shares
    Change vs previous 13F +19,709 shares

    0.05% of the 13F portfolio, value $1,726,298.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 20,729 shares
    Change vs previous 13F -474 shares

    0.05% of the 13F portfolio, value $1,807,776.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 21,203 shares
    Change vs previous 13F -375 shares

    0.06% of the 13F portfolio, value $1,731,437.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 21,578 shares
    Change vs previous 13F -855 shares

    0.06% of the 13F portfolio, value $1,701,425.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 22,433 shares
    Change vs previous 13F -393 shares

    0.05% of the 13F portfolio, value $1,697,954.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 22,826 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,843,884.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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