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Advanced Asset Management Advisors Inc: XLP position timeline

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

Advanced Asset Management Advisors Inc held 963 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 963 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $80,034.

    13F-HR 0001398344-26-012202 filed by Advanced Asset Management Advisors Inc
    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 963 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $78,984.

    13F-HR 0001398344-26-007075 filed by Advanced Asset Management Advisors Inc
    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 963 shares
    Change vs previous 13F -132 shares

    0.02% of the 13F portfolio, value $74,841.

    13F-HR 0001398344-26-001786 filed by Advanced Asset Management Advisors Inc
    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 1,095 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $85,850.

    13F-HR 0001398344-25-019298 filed by Advanced Asset Management Advisors Inc
    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 1,096 shares
    Change vs previous 13F -251 shares

    0.02% of the 13F portfolio, value $88,743.

    13F-HR 0001398344-25-013676 filed by Advanced Asset Management Advisors Inc
    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 1,347 shares
    Change vs previous 13F -3,800 shares

    0.03% of the 13F portfolio, value $110,020.

    13F-HR 0001398344-25-007241 filed by Advanced Asset Management Advisors Inc
    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 5,147 shares
    Change vs previous 13F -88 shares

    0.11% of the 13F portfolio, value $404,606.

    13F-HR 0001398344-25-001513 filed by Advanced Asset Management Advisors Inc
    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 5,235 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $400,896.

    13F-HR 0001398344-24-019338 filed by Advanced Asset Management Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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