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SILVERLAKE WEALTH MANAGEMENT LLC: XLU position timeline

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

SILVERLAKE WEALTH MANAGEMENT LLC held 20,080 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,080 shares
    Change vs previous 13F -457 shares

    0.17% of the 13F portfolio, value $910,445.

    13F-HR 0001951757-26-001127 filed by SILVERLAKE 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 20,537 shares
    Change vs previous 13F -476 shares

    0.2% of the 13F portfolio, value $942,427.

    13F-HR 0001951757-26-000600 filed by SILVERLAKE 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 21,013 shares
    Change vs previous 13F +10,767 shares

    0.2% of the 13F portfolio, value $897,046.

    13F-HR 0001951757-26-000041 filed by SILVERLAKE 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 10,246 shares
    Change vs previous 13F -865 shares

    0.22% of the 13F portfolio, value $893,596.

    13F-HR 0001951757-25-001209 filed by SILVERLAKE 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 11,111 shares
    Change vs previous 13F +189 shares

    0.27% of the 13F portfolio, value $907,344.

    13F-HR 0001951757-25-001117 filed by SILVERLAKE 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 10,922 shares
    Change vs previous 13F +3 shares

    0.33% of the 13F portfolio, value $861,221.

    13F-HR 0001951757-25-000479 filed by SILVERLAKE 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 10,919 shares
    Change vs previous 13F +133 shares

    0.32% of the 13F portfolio, value $826,469.

    13F-HR 0001951757-25-000137 filed by SILVERLAKE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,786 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $871,253.

    13F-HR 0001951757-24-001007 filed by SILVERLAKE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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