TriaGen Wealth Management LLC: XYLD position timeline

TriaGen Wealth Management LLC held 0 XYLD shares at 2025-09-30 per its 13F-HR filed 2025-10-22.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -6,517 shares

   13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

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

2. period ended2025-06-30

   13F 6,517 shares

   Change vs previous 13F +873 shares

   0.08% of the 13F portfolio, value $253,772.

   13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 5,644 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $222,882.

   13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 5,644 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $236,484.

   13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 5,644 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $234,226.

   13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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