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Disclosery

Solutions 4 Wealth, Ltd: XLU position timeline

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

Solutions 4 Wealth, Ltd held 15,366 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,366 shares
    Change vs previous 13F -2,856 shares

    0.9% of the 13F portfolio, value $696,698.

    13F-HR 0002006405-26-000005 filed by Solutions 4 Wealth, Ltd
    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 18,222 shares
    Change vs previous 13F -6,896 shares

    1.26% of the 13F portfolio, value $836,218.

    13F-HR 0002006405-26-000003 filed by Solutions 4 Wealth, Ltd
    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 25,118 shares
    Change vs previous 13F +12,384 shares

    1.62% of the 13F portfolio, value $1,072,285.

    13F-HR 0002006405-26-000001 filed by Solutions 4 Wealth, Ltd
    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 12,734 shares
    Change vs previous 13F +34 shares

    1.72% of the 13F portfolio, value $1,110,492.

    13F-HR 0002006405-25-000006 filed by Solutions 4 Wealth, Ltd
    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 12,700 shares
    Change vs previous 13F +544 shares

    1.73% of the 13F portfolio, value $1,037,105.

    13F-HR 0002006405-25-000004 filed by Solutions 4 Wealth, Ltd
    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 12,156 shares
    Change vs previous 13F +73 shares

    1.69% of the 13F portfolio, value $958,478.

    13F-HR 0002006405-25-000002 filed by Solutions 4 Wealth, Ltd
    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 12,083 shares
    Change vs previous 13F +84 shares

    1.66% of the 13F portfolio, value $914,530.

    13F-HR 0002006405-25-000001 filed by Solutions 4 Wealth, Ltd
    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 11,999 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $969,307.

    13F-HR 0002006405-24-000005 filed by Solutions 4 Wealth, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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