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Disclosery

Proficio Capital Partners LLC: XYLD position timeline

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

Proficio Capital Partners LLC held 663,735 XYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 663,735 shares
    Change vs previous 13F +623,900 shares

    0.97% of the 13F portfolio, value $27,073,751.

    13F-HR 0001214659-26-010442 filed by Proficio Capital 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 39,835 shares
    Change vs previous 13F +50 shares

    0.08% of the 13F portfolio, value $1,558,744.

    13F-HR 0001214659-26-006130 filed by Proficio Capital 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 39,785 shares
    Change vs previous 13F -11,995 shares

    0.11% of the 13F portfolio, value $1,616,465.

    13F-HR 0001214659-26-001534 filed by Proficio Capital 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/A 51,780 shares
    Change vs previous 13F -8,299,346 shares

    0.14% of the 13F portfolio, value $2,032,883.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital 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 8,351,126 shares
    Change vs previous 13F +8,027,486 shares

    1.12% of the 13F portfolio, value $17,905,274.

    13F-HR 0001214659-25-011672 filed by Proficio Capital 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 323,640 shares
    Change vs previous 13F -91,195 shares

    1.02% of the 13F portfolio, value $13,144,593.

    13F-HR 0001214659-25-007000 filed by Proficio Capital 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/A 414,835 shares
    Change vs previous 13F +246,170 shares

    1.41% of the 13F portfolio, value $17,381,587.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital 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 168,665 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $6,999,598.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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