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Disclosery

SURIENCE PRIVATE WEALTH LLC: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SURIENCE PRIVATE WEALTH LLC on XLP, newest first. How the timeline and the estimate are built.

SURIENCE PRIVATE WEALTH LLC held 2,487 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,487 shares
    Change vs previous 13F -3,235 shares

    0.18% of the 13F portfolio, value $206,595.

    13F-HR 0001725547-26-000253 filed by SURIENCE PRIVATE WEALTH LLC
    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 5,722 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $469,090.

    13F-HR 0001725547-26-000144 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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