Skip to content
Disclosery

AAFMAA Wealth Management & Trust LLC: XLP position timeline

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

AAFMAA Wealth Management & Trust LLC held 36,056 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,056 shares
    Change vs previous 13F +1,959 shares

    1.05% of the 13F portfolio, value $2,995,172.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust 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 34,097 shares
    Change vs previous 13F +3,481 shares

    1.08% of the 13F portfolio, value $2,795,272.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust 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 30,616 shares
    Change vs previous 13F +373 shares

    0.93% of the 13F portfolio, value $2,378,251.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust 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 30,243 shares
    Change vs previous 13F +1,032 shares

    0.94% of the 13F portfolio, value $2,370,144.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust 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 29,211 shares
    Change vs previous 13F +18,059 shares

    0.98% of the 13F portfolio, value $2,365,215.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust 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 11,152 shares
    Change vs previous 13F -3,189 shares

    0.41% of the 13F portfolio, value $910,784.

    13F-HR 0001376474-25-000327 filed by AAFMAA Wealth Management & Trust 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 14,341 shares
    Change vs previous 13F +369 shares

    0.49% of the 13F portfolio, value $1,127,346.

    13F-HR 0001376474-25-000067 filed by AAFMAA Wealth Management & Trust 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 13,972 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,159,676.

    13F-HR 0001376474-24-000602 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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