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Disclosery

Spectrum Wealth Counsel, LLC: XLC position timeline

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

Spectrum Wealth Counsel, LLC held 115,286 XLC shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 115,286 shares
    Change vs previous 13F -3,074 shares

    1.34% of the 13F portfolio, value $11,119,335.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 118,360 shares
    Change vs previous 13F +1,315 shares

    1.35% of the 13F portfolio, value $11,458,432.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 117,045 shares
    Change vs previous 13F -66,664 shares

    1.25% of the 13F portfolio, value $10,580,868.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 183,709 shares
    Change vs previous 13F +90,050 shares

    1.99% of the 13F portfolio, value $15,736,513.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 93,659 shares
    Change vs previous 13F -2,655 shares

    0.94% of the 13F portfolio, value $7,648,194.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 96,314 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $6,998,176.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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