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Disclosery

Sharp Wealth Advisory, LLC: XLC position timeline

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

Sharp Wealth Advisory, LLC held 2,026 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,026 shares
    Change vs previous 13F -904 shares

    0.1% of the 13F portfolio, value $217,045.

    13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, 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 2,930 shares
    Change vs previous 13F -63,801 shares

    0.16% of the 13F portfolio, value $324,820.

    13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, 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 66,731 shares
    Change vs previous 13F +5,988 shares

    3.95% of the 13F portfolio, value $7,855,573.

    13F-HR 0001951757-26-000204 filed by Sharp Wealth Advisory, 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 60,743 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $7,190,149.

    13F-HR 0001951757-25-001215 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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