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Quadrant Private Wealth Management, LLC: XLU position timeline

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

Quadrant Private Wealth Management, LLC held 7,552 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,552 shares
    Change vs previous 13F -1,842 shares

    0.08% of the 13F portfolio, value $342,404.

    13F-HR 0001725547-26-000263 filed by Quadrant Private 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 9,394 shares
    Change vs previous 13F +736 shares

    0.07% of the 13F portfolio, value $431,087.

    13F-HR 0001725547-26-000168 filed by Quadrant Private 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 8,658 shares
    Change vs previous 13F +4,430 shares

    0.06% of the 13F portfolio, value $369,610.

    13F-HR 0001725547-26-000052 filed by Quadrant Private 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 4,228 shares
    Change vs previous 13F -81 shares

    0.07% of the 13F portfolio, value $368,724.

    13F-HR 0001725547-25-004204 filed by Quadrant Private 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 4,309 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $351,873.

    13F-HR 0001725547-25-003656 filed by Quadrant Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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