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Disclosery

Allie Family Office LLC: XLP position timeline

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

Allie Family Office LLC held 6,479 XLP shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 6,479 shares
    Change vs previous 13F +290 shares

    0.2% of the 13F portfolio, value $538,211.

    13F-HR/A 0001908612-26-000005 filed by Allie Family Office LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 6,189 shares
    Change vs previous 13F -840 shares

    0.22% of the 13F portfolio, value $507,374.

    13F-HR/A 0001908612-26-000004 filed by Allie Family Office LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 7,029 shares
    Change vs previous 13F +250 shares

    0.25% of the 13F portfolio, value $546,013.

    13F-HR 0001908612-26-000001 filed by Allie Family Office 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 6,779 shares
    Change vs previous 13F +400 shares

    0.25% of the 13F portfolio, value $531,270.

    13F-HR 0001908612-25-000009 filed by Allie Family Office 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 6,379 shares
    Change vs previous 13F +10 shares

    0.26% of the 13F portfolio, value $516,508.

    13F-HR 0001908612-25-000006 filed by Allie Family Office 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 6,369 shares
    Change vs previous 13F +120 shares

    0.28% of the 13F portfolio, value $520,156.

    13F-HR 0001908612-25-000005 filed by Allie Family Office 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 6,249 shares
    Change vs previous 13F +15 shares

    0.27% of the 13F portfolio, value $491,234.

    13F-HR 0001908612-25-000004 filed by Allie Family Office 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/A 6,234 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $517,422.

    13F-HR/A 0001908612-25-000003 filed by Allie Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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