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5th Street Advisors, LLC: XLC position timeline

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

5th Street Advisors, LLC held 43,267 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,267 shares
    Change vs previous 13F +232 shares

    1.8% of the 13F portfolio, value $4,635,149.

    13F-HR 0001437749-26-025900 filed by 5th Street Advisors, 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 43,035 shares
    Change vs previous 13F -364 shares

    2.07% of the 13F portfolio, value $4,770,862.

    13F-HR 0001437749-26-014695 filed by 5th Street Advisors, 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 43,399 shares
    Change vs previous 13F -6,160 shares

    2.39% of the 13F portfolio, value $5,108,898.

    13F-HR 0001437749-26-002587 filed by 5th Street Advisors, 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 49,559 shares
    Change vs previous 13F +150 shares

    2.9% of the 13F portfolio, value $5,866,289.

    13F-HR 0001437749-25-032904 filed by 5th Street Advisors, 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 49,409 shares
    Change vs previous 13F -1,416 shares

    2.66% of the 13F portfolio, value $5,362,383.

    13F-HR 0001437749-25-023666 filed by 5th Street Advisors, 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 50,825 shares
    Change vs previous 13F +4,432 shares

    2.36% of the 13F portfolio, value $4,902,068.

    13F-HR 0001437749-25-017059 filed by 5th Street Advisors, 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 46,393 shares
    Change vs previous 13F +401 shares

    2.34% of the 13F portfolio, value $4,491,299.

    13F-HR 0001437749-25-001952 filed by 5th Street Advisors, 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 45,992 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $4,157,720.

    13F-HR 0001437749-24-033009 filed by 5th Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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