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Premier Path Wealth Partners, LLC: XLB position timeline

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

Premier Path Wealth Partners, LLC held 28,066 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,066 shares
    Change vs previous 13F -1,921 shares

    0.16% of the 13F portfolio, value $1,426,588.

    13F-HR 0001999925-26-000003 filed by Premier Path 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 29,987 shares
    Change vs previous 13F -6,738 shares

    0.2% of the 13F portfolio, value $1,498,439.

    13F-HR 0001999925-26-000002 filed by Premier Path 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 36,725 shares
    Change vs previous 13F +17,238 shares

    0.22% of the 13F portfolio, value $1,665,496.

    13F-HR 0001999925-26-000001 filed by Premier Path 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 19,487 shares
    Change vs previous 13F -624 shares

    0.22% of the 13F portfolio, value $1,746,415.

    13F-HR 0001999925-25-000005 filed by Premier Path 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 20,111 shares
    Change vs previous 13F +600 shares

    0.25% of the 13F portfolio, value $1,765,918.

    13F-HR 0001956824-25-000008 filed by Premier Path 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 19,511 shares
    Change vs previous 13F -2,025 shares

    0.26% of the 13F portfolio, value $1,677,551.

    13F-HR 0001999925-25-000002 filed by Premier Path 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 21,536 shares
    Change vs previous 13F +866 shares

    0.28% of the 13F portfolio, value $1,812,060.

    13F-HR 0001999925-25-000001 filed by Premier Path 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 20,670 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,992,159.

    13F-HR 0001999925-24-000005 filed by Premier Path Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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