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Prestige Wealth Management Group LLC: XLB position timeline

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

Prestige Wealth Management Group LLC held 143,571 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,571 shares
    Change vs previous 13F +143,313 shares

    1.33% of the 13F portfolio, value $7,297,714.

    13F-HR 0001772715-26-000010 filed by Prestige Wealth Management Group 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 258 shares
    Change vs previous 13F -4,706 shares

    <0.01% of the 13F portfolio, value $12,893.

    13F-HR 0001772715-26-000009 filed by Prestige Wealth Management Group 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 4,964 shares
    Change vs previous 13F -139,829 shares

    0.04% of the 13F portfolio, value $225,118.

    13F-HR 0001772715-26-000001 filed by Prestige Wealth Management Group 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/A 144,793 shares
    Change vs previous 13F -659 shares

    2.5% of the 13F portfolio, value $12,976,350.

    13F-HR/A 0001772715-26-000008 filed by Prestige Wealth Management Group 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/A 145,452 shares
    Change vs previous 13F +145,004 shares

    2.6% of the 13F portfolio, value $12,772,141.

    13F-HR/A 0001772715-26-000007 filed by Prestige Wealth Management Group 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/A 448 shares
    Change vs previous 13F -137,069 shares

    0.01% of the 13F portfolio, value $38,520.

    13F-HR/A 0001772715-26-000006 filed by Prestige Wealth Management Group 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/A 137,517 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $11,570,681.

    13F-HR/A 0001772715-26-000005 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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