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Disclosery

Affiance Financial, LLC: XLP position timeline

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

Affiance Financial, LLC held 19,243 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,243 shares
    Change vs previous 13F -626 shares

    0.23% of the 13F portfolio, value $1,598,552.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 19,869 shares
    Change vs previous 13F -194 shares

    0.26% of the 13F portfolio, value $1,628,861.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 20,063 shares
    Change vs previous 13F -511 shares

    0.25% of the 13F portfolio, value $1,558,494.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 20,574 shares
    Change vs previous 13F -195 shares

    0.29% of the 13F portfolio, value $1,612,384.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 20,769 shares
    Change vs previous 13F -71 shares

    0.34% of the 13F portfolio, value $1,681,666.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 20,840 shares
    Change vs previous 13F -1,480 shares

    0.4% of the 13F portfolio, value $1,702,003.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, 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 22,320 shares
    Change vs previous 13F -970 shares

    0.42% of the 13F portfolio, value $1,754,575.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, 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 23,290 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,933,070.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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