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STEINBERGANNA WEALTH MANAGEMENT: XLU position timeline

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

STEINBERGANNA WEALTH MANAGEMENT held 0 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -8,890 shares

    13F-HR 0002089528-26-000003 filed by STEINBERGANNA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 8,890 shares
    Change vs previous 13F +118 shares

    0.2% of the 13F portfolio, value $407,962.

    13F-HR 0002089528-26-000002 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 8,772 shares
    Change vs previous 13F +4,580 shares

    0.18% of the 13F portfolio, value $374,477.

    13F-HR 0002089528-26-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 4,192 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $365,584.

    13F-HR 0002089528-25-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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