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Stockman Wealth Management, Inc.: XLC position timeline

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

Stockman Wealth Management, Inc. held 23,697 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,697 shares
    Change vs previous 13F +876 shares

    0.26% of the 13F portfolio, value $2,538,696.

    13F-HR 0001389400-26-000010 filed by Stockman Wealth Management, Inc.
    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 22,821 shares
    Change vs previous 13F +21 shares

    0.28% of the 13F portfolio, value $2,529,988.

    13F-HR 0001389400-26-000005 filed by Stockman Wealth Management, Inc.
    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/A 22,800 shares
    Change vs previous 13F +1,193 shares

    0.31% of the 13F portfolio, value $2,684,064.

    13F-HR/A 0001389400-26-000004 filed by Stockman Wealth Management, Inc.
    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 21,607 shares
    Change vs previous 13F +95 shares

    0.32% of the 13F portfolio, value $2,557,668.

    13F-HR 0001389400-25-000010 filed by Stockman Wealth Management, Inc.
    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 21,512 shares
    Change vs previous 13F +317 shares

    0.32% of the 13F portfolio, value $2,334,729.

    13F-HR 0001389400-25-000006 filed by Stockman Wealth Management, Inc.
    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 21,195 shares
    Change vs previous 13F -433 shares

    0.3% of the 13F portfolio, value $2,044,215.

    13F-HR 0001389400-25-000005 filed by Stockman Wealth Management, Inc.
    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 21,628 shares
    Change vs previous 13F -71 shares

    0.33% of the 13F portfolio, value $2,093,770.

    13F-HR 0001389400-25-000001 filed by Stockman Wealth Management, Inc.
    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 21,699 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,961,571.

    13F-HR 0001389400-24-000006 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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