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Disclosery

Wall Capital Group, Inc.: XLU position timeline

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

Wall Capital Group, Inc. held 30,487 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,487 shares
    Change vs previous 13F +2,061 shares

    1.13% of the 13F portfolio, value $1,382,271.

    13F-HR 0001699803-26-000008 filed by Wall Capital Group, 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 28,426 shares
    Change vs previous 13F +5,907 shares

    1.39% of the 13F portfolio, value $1,304,485.

    13F-HR 0001699803-26-000006 filed by Wall Capital Group, 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 22,519 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $961,323.

    13F-HR 0001699803-26-000004 filed by Wall Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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