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Disclosery

Wealth Enhancement Trust Services, Inc.: XLP position timeline

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

Wealth Enhancement Trust Services, Inc. held 135 XLP shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 135 shares
    Change vs previous 13F +135 shares

    <0.01% of the 13F portfolio, value $10,881.

    13F-HR 0001214659-26-012654 filed by Wealth Enhancement Trust Services, Inc.
    Accepted , ingested

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -946 shares

    13F-HR 0001214659-26-004444 filed by Wealth Enhancement Trust Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

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

  3. period ended2025-12-31
    13F 946 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $73,485.

    13F-HR 0001214659-26-000856 filed by Wealth Enhancement Trust Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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