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Disclosery

Wealth Quarterback LLC: XLU position timeline

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

Wealth Quarterback LLC held 88,207 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 88,207 shares
    Change vs previous 13F +12,273 shares

    1.24% of the 13F portfolio, value $3,999,317.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback LLC
    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 75,934 shares
    Change vs previous 13F -75 shares

    1.37% of the 13F portfolio, value $3,484,632.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback LLC
    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 76,009 shares
    Change vs previous 13F +39,211 shares

    1.17% of the 13F portfolio, value $3,244,837.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback LLC
    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 36,798 shares
    Change vs previous 13F +2,236 shares

    1.24% of the 13F portfolio, value $3,209,112.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback LLC
    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 34,562 shares
    Change vs previous 13F +10,398 shares

    1.34% of the 13F portfolio, value $2,822,328.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback LLC
    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 24,164 shares
    Change vs previous 13F -19,563 shares

    1.07% of the 13F portfolio, value $1,905,351.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback LLC
    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 43,727 shares
    Change vs previous 13F -6,882 shares

    1.55% of the 13F portfolio, value $3,309,673.

    13F-HR 0001803386-25-000002 filed by Wealth Quarterback LLC
    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 50,609 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $4,088,221.

    13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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