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Premier Path Wealth Partners, LLC: XLU position timeline

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

Premier Path Wealth Partners, LLC held 40,125 XLU 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 40,125 shares
    Change vs previous 13F -2,097 shares

    0.21% of the 13F portfolio, value $1,819,280.

    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 42,222 shares
    Change vs previous 13F -9,451 shares

    0.25% of the 13F portfolio, value $1,937,559.

    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 51,673 shares
    Change vs previous 13F +23,926 shares

    0.28% of the 13F portfolio, value $2,205,917.

    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 27,747 shares
    Change vs previous 13F +565 shares

    0.31% of the 13F portfolio, value $2,419,850.

    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 27,182 shares
    Change vs previous 13F +732 shares

    0.31% of the 13F portfolio, value $2,219,713.

    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 26,450 shares
    Change vs previous 13F -518 shares

    0.32% of the 13F portfolio, value $2,085,584.

    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 26,968 shares
    Change vs previous 13F +2,392 shares

    0.31% of the 13F portfolio, value $2,041,177.

    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 24,576 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,985,231.

    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).