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Disclosery

BBR PARTNERS, LLC: XLP position timeline

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

BBR PARTNERS, LLC held 34,780 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,780 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,889,175.

    13F-HR 0001352467-26-000004 filed by BBR PARTNERS, 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 34,780 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,851,264.

    13F-HR 0001352467-26-000003 filed by BBR PARTNERS, 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 34,780 shares
    Change vs previous 13F -4,529 shares

    0.14% of the 13F portfolio, value $2,701,710.

    13F-HR 0001352467-26-000001 filed by BBR PARTNERS, 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 39,309 shares
    Change vs previous 13F +5,539 shares

    0.18% of the 13F portfolio, value $3,080,646.

    13F-HR 0001352467-25-000009 filed by BBR PARTNERS, 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 33,770 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,734,357.

    13F-HR 0001352467-25-000008 filed by BBR PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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