Spahn Wealth & Retirement LLC: XLU position timeline

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

Spahn Wealth & Retirement LLC held 113,179 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 113,179 shares
Change vs previous 13F +16,559 shares
3.3% of the 13F portfolio, value $5,131,536.
13F-HR 0001949033-26-000003 filed by Spahn Wealth & Retirement LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 96,620 shares
Change vs previous 13F not available
5.64% of the 13F portfolio, value $4,433,892.
13F-HR 0001949033-26-000002 filed by Spahn Wealth & Retirement LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).