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Disclosery

Wedmont Private Capital: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wedmont Private Capital on XLY, newest first. How the timeline and the estimate are built.

Wedmont Private Capital held 4,940 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,940 shares
    Change vs previous 13F +722 shares

    0.01% of the 13F portfolio, value $551,858.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,218 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $494,508.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,209 shares
    Change vs previous 13F -540 shares

    0.02% of the 13F portfolio, value $466,430.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,749 shares
    Change vs previous 13F +2,377 shares

    0.02% of the 13F portfolio, value $574,144.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,372 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $559,118.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,369 shares
    Change vs previous 13F +39 shares

    0.02% of the 13F portfolio, value $518,719.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,330 shares
    Change vs previous 13F -69 shares

    0.02% of the 13F portfolio, value $441,966.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,399 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $529,724.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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