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PURSUIT WEALTH STRATEGIES, LLC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PURSUIT WEALTH STRATEGIES, LLC on XLU, newest first. How the timeline and the estimate are built.

PURSUIT WEALTH STRATEGIES, LLC held 28,562 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,562 shares
    Change vs previous 13F -385 shares

    1.68% of the 13F portfolio, value $1,295,015.

    13F-HR 0001398344-26-014319 filed by PURSUIT WEALTH STRATEGIES, 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 28,947 shares
    Change vs previous 13F +2,338 shares

    1.85% of the 13F portfolio, value $1,328,399.

    13F-HR 0001398344-26-009212 filed by PURSUIT WEALTH STRATEGIES, 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 26,609 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $1,135,949.

    13F-HR 0001398344-26-007135 filed by PURSUIT WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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