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Prestige Wealth Management Group LLC: XLP position timeline

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

Prestige Wealth Management Group LLC held 90,130 XLP 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 90,130 shares
    Change vs previous 13F +88,690 shares

    1.36% of the 13F portfolio, value $7,487,100.

    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 1,440 shares
    Change vs previous 13F -165,077 shares

    0.02% of the 13F portfolio, value $118,052.

    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 166,517 shares
    Change vs previous 13F +4,993 shares

    2.47% of the 13F portfolio, value $12,935,041.

    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 161,524 shares
    Change vs previous 13F +4,330 shares

    2.44% of the 13F portfolio, value $12,658,637.

    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 157,194 shares
    Change vs previous 13F -5,981 shares

    2.6% of the 13F portfolio, value $12,728,000.

    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 163,175 shares
    Change vs previous 13F -1,399 shares

    2.85% of the 13F portfolio, value $13,326,503.

    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 164,574 shares
    Change vs previous 13F +11,236 shares

    2.69% of the 13F portfolio, value $12,937,163.

    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 153,338 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $12,727,054.

    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).