Skip to content
Disclosery

Spectrum Wealth Counsel, LLC: XLI position timeline

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

Spectrum Wealth Counsel, LLC held 87,050 XLI 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 87,050 shares
    Change vs previous 13F +3,826 shares

    1.37% of the 13F portfolio, value $11,409,644.

    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 83,224 shares
    Change vs previous 13F +412 shares

    1.29% of the 13F portfolio, value $10,965,595.

    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 82,812 shares
    Change vs previous 13F -67,855 shares

    1.32% of the 13F portfolio, value $11,216,058.

    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 150,667 shares
    Change vs previous 13F +65,392 shares

    2.32% of the 13F portfolio, value $18,361,788.

    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 85,275 shares
    Change vs previous 13F +1,110 shares

    1.31% of the 13F portfolio, value $10,741,239.

    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 84,165 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $9,593,969.

    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).