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Disclosery

Vigilare Wealth Management: XLU position timeline

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

Vigilare Wealth Management held 14,077 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,077 shares
    Change vs previous 13F -2,623 shares

    0.2% of the 13F portfolio, value $638,254.

    13F-HR 0001730889-26-000003 filed by Vigilare Wealth Management
    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 16,700 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $766,363.

    13F-HR 0001730889-26-000002 filed by Vigilare Wealth Management
    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 16,700 shares
    Change vs previous 13F +7,908 shares

    0.24% of the 13F portfolio, value $712,923.

    13F-HR 0001730889-26-000001 filed by Vigilare Wealth Management
    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 8,792 shares
    Change vs previous 13F +1,136 shares

    0.27% of the 13F portfolio, value $766,750.

    13F-HR 0001730889-25-000006 filed by Vigilare Wealth Management
    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 7,656 shares
    Change vs previous 13F -892 shares

    0.23% of the 13F portfolio, value $625,189.

    13F-HR 0001730889-25-000004 filed by Vigilare Wealth Management
    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 8,548 shares
    Change vs previous 13F +1,343 shares

    0.27% of the 13F portfolio, value $674,011.

    13F-HR 0001730889-25-000003 filed by Vigilare Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,205 shares
    Change vs previous 13F -809 shares

    0.22% of the 13F portfolio, value $545,326.

    13F-HR 0001730889-25-000001 filed by Vigilare Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,014 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $647,424.

    13F-HR 0001730889-24-000005 filed by Vigilare Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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