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Algorithmic Investment Models, LLC: XLP position timeline

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

Algorithmic Investment Models, LLC held 62,327 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,327 shares
    Change vs previous 13F -4,531 shares

    5.99% of the 13F portfolio, value $5,177,465.

    13F-HR 0001172661-26-003158 filed by Algorithmic Investment Models, 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 66,858 shares
    Change vs previous 13F +66,858 shares

    6.76% of the 13F portfolio, value $5,481,027.

    13F-HR 0001172661-26-001908 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -74,201 shares

    13F-HR 0001172661-25-004663 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 74,201 shares
    Change vs previous 13F +11,608 shares

    4.11% of the 13F portfolio, value $6,008,039.

    13F-HR 0001172661-25-002991 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 62,593 shares
    Change vs previous 13F -10,055 shares

    3.77% of the 13F portfolio, value $5,111,970.

    13F-HR 0001172661-25-002032 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 72,648 shares
    Change vs previous 13F +17,113 shares

    4.4% of the 13F portfolio, value $5,710,869.

    13F-HR 0001172661-25-001067 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 55,535 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $4,609,423.

    13F-HR 0001172661-24-004462 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

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