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Addison Advisors LLC: XLP position timeline

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

Addison Advisors LLC held 20,225 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,225 shares
    Change vs previous 13F -17,678 shares

    0.79% of the 13F portfolio, value $1,680,091.

    13F-HR 0001843745-26-000003 filed by Addison 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 37,903 shares
    Change vs previous 13F +2,745 shares

    0.69% of the 13F portfolio, value $3,107,288.

    13F-HR 0001843745-26-000002 filed by Addison 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 35,158 shares
    Change vs previous 13F +8,695 shares

    0.61% of the 13F portfolio, value $2,731,074.

    13F-HR 0001843745-26-000001 filed by Addison 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 26,463 shares
    Change vs previous 13F +6,813 shares

    0.48% of the 13F portfolio, value $2,073,906.

    13F-HR 0001843745-25-000007 filed by Addison 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 19,650 shares
    Change vs previous 13F +16,208 shares

    0.4% of the 13F portfolio, value $1,591,061.

    13F-HR 0001843745-25-000006 filed by Addison 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 3,442 shares
    Change vs previous 13F -434 shares

    0.08% of the 13F portfolio, value $281,109.

    13F-HR 0001843745-25-000003 filed by Addison 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 3,876 shares
    Change vs previous 13F -968 shares

    0.08% of the 13F portfolio, value $304,693.

    13F-HR 0001843745-25-000001 filed by Addison 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 4,844 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $402,052.

    13F-HR 0001843745-24-000004 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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