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Disclosery

Advisory Alpha, LLC: XLP position timeline

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

Advisory Alpha, LLC held 596,228 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 596,228 shares
    Change vs previous 13F +110,011 shares

    1.21% of the 13F portfolio, value $49,529,518.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 486,217 shares
    Change vs previous 13F +144,717 shares

    1.09% of the 13F portfolio, value $39,861,030.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 341,500 shares
    Change vs previous 13F -113,343 shares

    0.72% of the 13F portfolio, value $26,528,516.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 454,843 shares
    Change vs previous 13F +39,233 shares

    0.99% of the 13F portfolio, value $35,451,434.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 415,610 shares
    Change vs previous 13F +6,125 shares

    1.05% of the 13F portfolio, value $33,652,098.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 409,485 shares
    Change vs previous 13F +36,150 shares

    1.14% of the 13F portfolio, value $33,442,619.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 373,335 shares
    Change vs previous 13F +1,946 shares

    1.04% of the 13F portfolio, value $29,347,913.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 371,389 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $30,825,356.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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