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Biltmore Wealth Management, LLC: XLP position timeline

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

Biltmore Wealth Management, LLC held 209,812 XLP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 209,812 shares
    Change vs previous 13F +8,404 shares

    5.24% of the 13F portfolio, value $16,910,881.

    13F-HR 0001085146-26-000865 filed by Biltmore Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 201,408 shares
    Change vs previous 13F +6,968 shares

    5.22% of the 13F portfolio, value $16,730,929.

    13F-HR 0001598102-26-000003 filed by Biltmore Wealth 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 ended2026-03-31
    13F 194,440 shares
    Change vs previous 13F +3,466 shares

    5.67% of the 13F portfolio, value $15,940,167.

    13F-HR 0001598102-26-000002 filed by Biltmore Wealth 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 ended2025-12-31
    13F 190,974 shares
    Change vs previous 13F +5,720 shares

    5.6% of the 13F portfolio, value $14,834,843.

    13F-HR 0001598102-26-000001 filed by Biltmore Wealth 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 ended2025-09-30
    13F 185,254 shares
    Change vs previous 13F +9,333 shares

    5.54% of the 13F portfolio, value $14,518,368.

    13F-HR 0001598102-25-000002 filed by Biltmore Wealth 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 ended2025-06-30
    13F 175,921 shares
    Change vs previous 13F +2,204 shares

    5.77% of the 13F portfolio, value $14,244,297.

    13F-HR 0001085146-25-003687 filed by Biltmore Wealth 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 ended2025-03-31
    13F 173,717 shares
    Change vs previous 13F +1,632 shares

    5.98% of the 13F portfolio, value $14,187,438.

    13F-HR 0001085146-25-002130 filed by Biltmore Wealth 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 ended2024-12-31
    13F 172,085 shares
    Change vs previous 13F not available

    5.63% of the 13F portfolio, value $13,527,603.

    13F-HR 0001085146-25-000166 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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