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Disclosery

Talon Private Wealth, LLC: XLC position timeline

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

Talon Private Wealth, LLC held 61,998 XLC shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,998 shares
    Change vs previous 13F +13,273 shares

    0.78% of the 13F portfolio, value $6,641,770.

    13F-HR 0001990467-26-000004 filed by Talon Private Wealth, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 48,725 shares
    Change vs previous 13F +25,077 shares

    0.72% of the 13F portfolio, value $5,401,667.

    13F-HR 0001990467-26-000001 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 23,648 shares
    Change vs previous 13F +6,192 shares

    0.35% of the 13F portfolio, value $2,566,455.

    13F-HR 0001990467-25-000006 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 17,456 shares
    Change vs previous 13F -5,768 shares

    0.23% of the 13F portfolio, value $1,683,672.

    13F-HR 0001990467-25-000005 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F/A 23,224 shares
    Change vs previous 13F +12,918 shares

    0.47% of the 13F portfolio, value $2,248,332.

    13F-HR/A 0001990467-25-000003 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 10,306 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $931,666.

    13F-HR 0001990467-25-000004 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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