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Disclosery

Purus Wealth Management, LLC: XLU position timeline

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

Purus Wealth Management, LLC held 31,203 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,203 shares
    Change vs previous 13F +2,738 shares

    0.39% of the 13F portfolio, value $1,414,762.

    13F-HR 0001172661-26-002589 filed by Purus 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 28,465 shares
    Change vs previous 13F +3,173 shares

    0.42% of the 13F portfolio, value $1,306,259.

    13F-HR 0001172661-26-001496 filed by Purus 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 25,292 shares
    Change vs previous 13F +13,390 shares

    0.34% of the 13F portfolio, value $1,079,715.

    13F-HR 0001172661-26-000335 filed by Purus 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 11,902 shares
    Change vs previous 13F +78 shares

    0.33% of the 13F portfolio, value $1,037,973.

    13F-HR 0001172661-25-004418 filed by Purus 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/A 11,824 shares
    Change vs previous 13F -41 shares

    0.34% of the 13F portfolio, value $965,548.

    13F-HR/A 0001172661-25-003020 filed by Purus 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 11,865 shares
    Change vs previous 13F -325 shares

    0.4% of the 13F portfolio, value $935,555.

    13F-HR 0001172661-25-001844 filed by Purus Wealth Management, 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 12,190 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $922,661.

    13F-HR 0001172661-25-000210 filed by Purus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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