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ACIMA PRIVATE WEALTH, LLC: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACIMA PRIVATE WEALTH, LLC on XLP, newest first. How the timeline and the estimate are built.

ACIMA PRIVATE WEALTH, LLC held 26,108 XLP shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,108 shares
    Change vs previous 13F -176 shares

    0.61% of the 13F portfolio, value $2,104,305.

    13F-HR 0001761961-26-000005 filed by ACIMA PRIVATE WEALTH, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,284 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $2,183,412.

    13F-HR 0001761961-26-000004 filed by ACIMA PRIVATE WEALTH, LLC
    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 26,284 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $2,154,762.

    13F-HR 0001761961-26-000003 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,284 shares
    Change vs previous 13F -6,341 shares

    0.63% of the 13F portfolio, value $2,041,741.

    13F-HR 0001761961-26-000001 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 32,625 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $2,556,821.

    13F-HR 0001761961-25-000006 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 32,625 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $2,641,646.

    13F-HR 0001761961-25-000003 filed by ACIMA PRIVATE WEALTH, LLC
    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 32,625 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $2,664,484.

    13F-HR 0001761961-25-000002 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 32,625 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,564,651.

    13F-HR 0001761961-25-000001 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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