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PLANWISER FINANCIAL, LLC: XLC position timeline

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

PLANWISER FINANCIAL, LLC held 26,001 XLC 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 26,001 shares
    Change vs previous 13F +745 shares

    1.94% of the 13F portfolio, value $2,785,487.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 25,256 shares
    Change vs previous 13F -5,268 shares

    2.15% of the 13F portfolio, value $2,964,044.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 30,524 shares
    Change vs previous 13F +9,359 shares

    2.62% of the 13F portfolio, value $3,498,966.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 21,165 shares
    Change vs previous 13F -7,373 shares

    1.91% of the 13F portfolio, value $2,404,132.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, 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 28,538 shares
    Change vs previous 13F +6,518 shares

    2.61% of the 13F portfolio, value $3,054,708.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, 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 22,020 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $2,145,849.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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