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Disclosery

Turn8 Private Wealth Inc.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turn8 Private Wealth Inc. on XLU, newest first. How the timeline and the estimate are built.

Turn8 Private Wealth Inc. held 21,136 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,136 shares
    Change vs previous 13F -11,933 shares

    0.64% of the 13F portfolio, value $958,306.

    13F-HR 0002070026-26-000003 filed by Turn8 Private Wealth 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 33,069 shares
    Change vs previous 13F +10,298 shares

    0.95% of the 13F portfolio, value $1,518,000.

    13F-HR 0002070026-26-000002 filed by Turn8 Private Wealth 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 22,771 shares
    Change vs previous 13F +11,254 shares

    0.7% of the 13F portfolio, value $972,093.

    13F-HR 0002070026-26-000001 filed by Turn8 Private Wealth 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 11,517 shares
    Change vs previous 13F -185 shares

    0.72% of the 13F portfolio, value $1,004,397.

    13F-HR 0002070026-25-000005 filed by Turn8 Private Wealth 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 11,702 shares
    Change vs previous 13F +2,528 shares

    0.69% of the 13F portfolio, value $955,585.

    13F-HR 0002070026-25-000003 filed by Turn8 Private Wealth 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 9,174 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $723,369.

    13F-HR 0002070026-25-000002 filed by Turn8 Private Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

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