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Proquility Private Wealth Partners, LLC: XLC position timeline

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

Proquility Private Wealth Partners, LLC held 87,085 XLC shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 87,085 shares
    Change vs previous 13F -7,559 shares

    2.59% of the 13F portfolio, value $8,399,348.

    13F-HR 0001172661-25-002154 filed by Proquility Private 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 ended2024-12-31
    13F 94,644 shares
    Change vs previous 13F +2,553 shares

    2.95% of the 13F portfolio, value $9,162,486.

    13F-HR 0001172661-25-000242 filed by Proquility Private 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 ended2024-09-30
    13F 92,091 shares
    Change vs previous 13F +307 shares

    2.67% of the 13F portfolio, value $8,325,026.

    13F-HR 0001172661-24-004260 filed by Proquility Private 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 ended2024-06-30
    13F 91,784 shares
    Change vs previous 13F +406 shares

    2.68% of the 13F portfolio, value $7,862,217.

    13F-HR 0001172661-24-003180 filed by Proquility Private 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 ended2024-03-31
    13F 91,378 shares
    Change vs previous 13F -1,279 shares

    2.56% of the 13F portfolio, value $7,461,927.

    13F-HR 0001172661-24-001995 filed by Proquility Private 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 ended2023-12-31
    13F 92,657 shares
    Change vs previous 13F -11,397 shares

    2.55% of the 13F portfolio, value $6,732,458.

    13F-HR 0001172661-24-000686 filed by Proquility Private 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 ended2023-09-30
    13F 104,054 shares
    Change vs previous 13F -2,360 shares

    2.8% of the 13F portfolio, value $6,822,865.

    13F-HR 0001172661-23-003973 filed by Proquility Private 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 ended2023-06-30
    13F 106,414 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $6,925,450.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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