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Premier Path Wealth Partners, LLC: XLP position timeline

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

Premier Path Wealth Partners, LLC held 50,240 XLP 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 50,240 shares
    Change vs previous 13F -1,444 shares

    0.48% of the 13F portfolio, value $4,173,461.

    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 51,684 shares
    Change vs previous 13F -10,248 shares

    0.55% of the 13F portfolio, value $4,237,042.

    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 61,932 shares
    Change vs previous 13F -4,340 shares

    0.62% of the 13F portfolio, value $4,810,916.

    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 66,272 shares
    Change vs previous 13F +284 shares

    0.67% of the 13F portfolio, value $5,193,739.

    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 65,988 shares
    Change vs previous 13F +2,163 shares

    0.74% of the 13F portfolio, value $5,343,055.

    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 63,825 shares
    Change vs previous 13F -1,567 shares

    0.81% of the 13F portfolio, value $5,212,576.

    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 65,392 shares
    Change vs previous 13F +4,336 shares

    0.78% of the 13F portfolio, value $5,140,491.

    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 61,056 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $5,067,613.

    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).