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POWER WEALTH MANAGEMENT LLC: XLU position timeline

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

POWER WEALTH MANAGEMENT LLC held 0 XLU shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,817 shares

    13F-HR 0001398344-26-003201 filed by POWER WEALTH MANAGEMENT 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 ended2025-09-30
    13F 2,817 shares
    Change vs previous 13F -137 shares

    0.09% of the 13F portfolio, value $245,671.

    13F-HR 0001398344-25-020696 filed by POWER 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 ended2025-06-30
    13F 2,954 shares
    Change vs previous 13F -123 shares

    0.09% of the 13F portfolio, value $241,226.

    13F-HR 0001398344-25-015001 filed by POWER 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 ended2025-03-31
    13F 3,077 shares
    Change vs previous 13F -1,742 shares

    0.1% of the 13F portfolio, value $242,623.

    13F-HR 0001398344-25-009311 filed by POWER 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 ended2024-12-31
    13F 4,819 shares
    Change vs previous 13F -85,787 shares

    0.15% of the 13F portfolio, value $364,751.

    13F-HR 0001398344-25-002709 filed by POWER 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 ended2024-09-30
    13F 90,606 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $7,319,150.

    13F-HR 0001398344-24-020452 filed by POWER WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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