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Disclosery

Blue Chip Partners, LLC: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Chip Partners, LLC on XLF, newest first. How the timeline and the estimate are built.

Blue Chip Partners, LLC held 19,309 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,309 shares
    Change vs previous 13F -14,018 shares

    0.07% of the 13F portfolio, value $1,035,140.

    13F-HR 0001632801-26-000004 filed by Blue Chip 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 33,327 shares
    Change vs previous 13F +2,089 shares

    0.12% of the 13F portfolio, value $1,645,330.

    13F-HR 0001632801-26-000003 filed by Blue Chip 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 31,238 shares
    Change vs previous 13F +2,236 shares

    0.12% of the 13F portfolio, value $1,710,883.

    13F-HR 0001632801-26-000001 filed by Blue Chip 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 29,002 shares
    Change vs previous 13F -1,635 shares

    0.12% of the 13F portfolio, value $1,562,342.

    13F-HR 0001632801-25-000009 filed by Blue Chip 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 30,637 shares
    Change vs previous 13F -2,707 shares

    0.13% of the 13F portfolio, value $1,604,461.

    13F-HR 0001632801-25-000005 filed by Blue Chip Partners, 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 33,344 shares
    Change vs previous 13F -1,801 shares

    0.14% of the 13F portfolio, value $1,660,885.

    13F-HR 0001632801-25-000004 filed by Blue Chip Partners, 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 35,145 shares
    Change vs previous 13F -166 shares

    0.15% of the 13F portfolio, value $1,698,581.

    13F-HR 0001632801-25-000002 filed by Blue Chip Partners, 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 35,311 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,600,297.

    13F-HR 0001632801-24-000006 filed by Blue Chip Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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