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Prestige Wealth Management Group LLC: XLC position timeline

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

Prestige Wealth Management Group LLC held 61,053 XLC 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 61,053 shares
    Change vs previous 13F -111,035 shares

    1.19% of the 13F portfolio, value $6,540,608.

    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 172,088 shares
    Change vs previous 13F +107,038 shares

    3.75% of the 13F portfolio, value $19,077,676.

    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 65,050 shares
    Change vs previous 13F -2,080 shares

    1.46% of the 13F portfolio, value $7,657,686.

    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 67,130 shares
    Change vs previous 13F -1,589 shares

    1.53% of the 13F portfolio, value $7,946,179.

    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 68,719 shares
    Change vs previous 13F +1,419 shares

    1.52% of the 13F portfolio, value $7,458,074.

    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 67,300 shares
    Change vs previous 13F -5,550 shares

    1.39% of the 13F portfolio, value $6,491,085.

    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 72,850 shares
    Change vs previous 13F -448 shares

    1.47% of the 13F portfolio, value $7,052,609.

    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).

  8. period ended2024-09-30
    13F/A 73,298 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $6,626,140.

    13F-HR/A 0001772715-26-000004 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).