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Disclosery

Bank of Marin: XLP position timeline

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

Bank of Marin held 18,116 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,116 shares
    Change vs previous 13F -104 shares

    1.05% of the 13F portfolio, value $1,504,896.

    13F-HR 0001628280-26-056805 filed by Bank of Marin
    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 18,220 shares
    Change vs previous 13F -245 shares

    1.09% of the 13F portfolio, value $1,493,675.

    13F-HR 0001628280-26-034926 filed by Bank of Marin
    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 18,465 shares
    Change vs previous 13F -184 shares

    0.99% of the 13F portfolio, value $1,434,361.

    13F-HR 0001628280-26-008268 filed by Bank of Marin
    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 18,649 shares
    Change vs previous 13F -870 shares

    1.03% of the 13F portfolio, value $1,461,522.

    13F-HR 0001628280-25-049072 filed by Bank of Marin
    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 19,519 shares
    Change vs previous 13F +19,519 shares

    1.19% of the 13F portfolio, value $1,580,453.

    13F-HR 0001801145-25-000006 filed by Bank of Marin
    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 0 shares
    Change vs previous 13F -20,664 shares

    13F-HR 0001801145-25-000004 filed by Bank of Marin
    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.

  7. period ended2024-12-31
    13F 20,664 shares
    Change vs previous 13F +68 shares

    1.28% of the 13F portfolio, value $1,624,397.

    13F-HR 0001801145-25-000002 filed by Bank of Marin
    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 20,596 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,709,468.

    13F-HR 0001801145-24-000008 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

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