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Disclosery

TICINO WEALTH: XLU position timeline

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

TICINO WEALTH held 31,954 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,954 shares
    Change vs previous 13F +3,812 shares

    0.46% of the 13F portfolio, value $1,448,793.

    13F-HR 0002105416-26-000004 filed by TICINO WEALTH
    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 28,142 shares
    Change vs previous 13F -1,120 shares

    0.5% of the 13F portfolio, value $1,435,362.

    13F-HR 0002105416-26-000002 filed by TICINO WEALTH
    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 29,262 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,249,204.

    13F-HR 0002105416-26-000001 filed by TICINO WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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