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AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP on XLP, newest first. How the timeline and the estimate are built.

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP held 33,489 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 33,489 shares
    Change vs previous 13F -7,588 shares

    2.24% of the 13F portfolio, value $2,846,271.

    13F-HR 0001951757-26-000970 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 41,077 shares
    Change vs previous 13F +10,378 shares

    2.08% of the 13F portfolio, value $3,395,466.

    13F-HR 0001951757-26-000545 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 30,699 shares
    Change vs previous 13F +927 shares

    1.48% of the 13F portfolio, value $2,385,005.

    13F-HR 0001951757-26-000003 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 29,772 shares
    Change vs previous 13F +1,695 shares

    1.35% of the 13F portfolio, value $2,329,659.

    13F-HR 0001951757-25-001171 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 28,077 shares
    Change vs previous 13F +2,519 shares

    1.48% of the 13F portfolio, value $2,301,752.

    13F-HR 0001951757-25-000630 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 25,558 shares
    Change vs previous 13F -381 shares

    1.49% of the 13F portfolio, value $2,027,005.

    13F-HR 0001951757-25-000290 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 25,939 shares
    Change vs previous 13F +410 shares

    1.41% of the 13F portfolio, value $1,977,330.

    13F-HR 0001951757-25-000055 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 25,529 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,084,188.

    13F-HR 0001951757-24-001024 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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