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Disclosery

Blue Chip Partners, LLC: XYLD position timeline

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

Blue Chip Partners, LLC held 49,973 XYLD 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 49,973 shares
    Change vs previous 13F +5,173 shares

    0.13% of the 13F portfolio, value $2,038,412.

    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 44,800 shares
    Change vs previous 13F +10,881 shares

    0.13% of the 13F portfolio, value $1,753,012.

    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 33,919 shares
    Change vs previous 13F -2,839 shares

    0.1% of the 13F portfolio, value $1,378,126.

    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 36,758 shares
    Change vs previous 13F +7,549 shares

    0.11% of the 13F portfolio, value $1,443,132.

    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 29,209 shares
    Change vs previous 13F +409 shares

    0.09% of the 13F portfolio, value $1,137,407.

    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 28,800 shares
    Change vs previous 13F +1,673 shares

    0.1% of the 13F portfolio, value $1,137,294.

    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 27,127 shares
    Change vs previous 13F -638 shares

    0.1% of the 13F portfolio, value $1,136,641.

    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 27,765 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,152,247.

    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).