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Provident Wealth Management, LLC: XLB position timeline

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

Provident Wealth Management, LLC held 2,500 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,500 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $127,075.

    13F-HR 0001398344-26-013424 filed by Provident Wealth Management, 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 2,500 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $124,925.

    13F-HR 0001398344-26-006673 filed by Provident Wealth Management, 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 2,500 shares
    Change vs previous 13F +1,250 shares

    0.03% of the 13F portfolio, value $113,375.

    13F-HR 0001398344-26-001490 filed by Provident Wealth Management, 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 1,250 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $112,025.

    13F-HR 0001398344-25-019221 filed by Provident Wealth Management, 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 1,250 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $109,763.

    13F-HR 0001398344-25-013303 filed by Provident Wealth Management, 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 1,250 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $107,475.

    13F-HR 0001398344-25-007377 filed by Provident Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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