Skip to content
Disclosery

WEALTHGARDEN F.S. LLC: XLC position timeline

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

WEALTHGARDEN F.S. LLC held 5,030 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,030 shares
    Change vs previous 13F -3,821 shares

    0.31% of the 13F portfolio, value $538,822.

    13F-HR 0002023633-26-000003 filed by WEALTHGARDEN F.S. 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 8,851 shares
    Change vs previous 13F +361 shares

    0.67% of the 13F portfolio, value $981,266.

    13F-HR 0002023633-26-000002 filed by WEALTHGARDEN F.S. 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 8,490 shares
    Change vs previous 13F +449 shares

    0.66% of the 13F portfolio, value $999,832.

    13F-HR 0002023633-26-000001 filed by WEALTHGARDEN F.S. 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 8,041 shares
    Change vs previous 13F -3,759 shares

    0.67% of the 13F portfolio, value $934,685.

    13F-HR 0002023633-25-000002 filed by WEALTHGARDEN F.S. 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 11,800 shares
    Change vs previous 13F +3,803 shares

    1.05% of the 13F portfolio, value $1,267,490.

    13F-HR 0001085146-25-004771 filed by WEALTHGARDEN F.S. 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 7,997 shares
    Change vs previous 13F +3,407 shares

    0.74% of the 13F portfolio, value $771,327.

    13F-HR 0001085146-25-002547 filed by WEALTHGARDEN F.S. 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 4,590 shares
    Change vs previous 13F -128 shares

    0.42% of the 13F portfolio, value $444,358.

    13F-HR 0001085146-25-000740 filed by WEALTHGARDEN F.S. 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/A 4,718 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $426,507.

    13F-HR/A 0001085146-24-005836 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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