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Disclosery

Solutions 4 Wealth, Ltd: XYLD position timeline

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

Solutions 4 Wealth, Ltd held 10,454 XYLD 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 10,454 shares
    Change vs previous 13F +240 shares

    0.55% of the 13F portfolio, value $426,424.

    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 10,214 shares
    Change vs previous 13F -1,819 shares

    0.6% of the 13F portfolio, value $399,678.

    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 12,033 shares
    Change vs previous 13F +1,768 shares

    0.74% of the 13F portfolio, value $488,912.

    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 10,265 shares
    Change vs previous 13F +1,491 shares

    0.63% of the 13F portfolio, value $402,993.

    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 8,774 shares
    Change vs previous 13F +258 shares

    0.57% of the 13F portfolio, value $341,663.

    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 8,516 shares
    Change vs previous 13F +391 shares

    0.59% of the 13F portfolio, value $336,296.

    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 8,125 shares
    Change vs previous 13F +715 shares

    0.62% of the 13F portfolio, value $340,437.

    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 7,410 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $307,514.

    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).