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Allred Capital Management, LLC: XLP position timeline

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

Allred Capital Management, LLC held 41,069 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,069 shares
    Change vs previous 13F +1,057 shares

    1.12% of the 13F portfolio, value $3,412,017.

    13F-HR 0001172661-26-003343 filed by Allred Capital Management, 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 40,012 shares
    Change vs previous 13F -251 shares

    1.19% of the 13F portfolio, value $3,280,222.

    13F-HR 0001172661-26-001821 filed by Allred Capital Management, 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 40,263 shares
    Change vs previous 13F +2,442 shares

    1.13% of the 13F portfolio, value $3,127,779.

    13F-HR 0001172661-26-000564 filed by Allred Capital Management, 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 37,821 shares
    Change vs previous 13F -167 shares

    1.03% of the 13F portfolio, value $2,964,001.

    13F-HR 0001172661-25-004761 filed by Allred Capital Management, 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 37,988 shares
    Change vs previous 13F +3,761 shares

    1.15% of the 13F portfolio, value $3,075,758.

    13F-HR 0001172661-25-003443 filed by Allred Capital Management, 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 34,227 shares
    Change vs previous 13F -264 shares

    1.12% of the 13F portfolio, value $2,794,874.

    13F-HR 0001172661-25-002409 filed by Allred Capital Management, 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 34,491 shares
    Change vs previous 13F -104 shares

    1.05% of the 13F portfolio, value $2,711,252.

    13F-HR 0001172661-25-000793 filed by Allred Capital Management, 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 34,595 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,871,364.

    13F-HR 0001172661-24-004628 filed by Allred Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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