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Bramshill Investments, LLC: XLC position timeline

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

Bramshill Investments, LLC held 12,500 XLC 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 12,500 shares
    Change vs previous 13F +500 shares

    0.1% of the 13F portfolio, value $1,339,125.

    13F-HR 0001214659-26-010163 filed by Bramshill Investments, 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 12,000 shares
    Change vs previous 13F -13,000 shares

    0.11% of the 13F portfolio, value $1,330,320.

    13F-HR 0001214659-26-006351 filed by Bramshill Investments, 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 25,000 shares
    Change vs previous 13F +5,000 shares

    0.17% of the 13F portfolio, value $2,943,000.

    13F-HR 0001214659-26-001832 filed by Bramshill Investments, 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 20,000 shares
    Change vs previous 13F -3,000 shares

    0.16% of the 13F portfolio, value $2,367,400.

    13F-HR 0001214659-25-016489 filed by Bramshill Investments, 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 23,000 shares
    Change vs previous 13F -2,000 shares

    0.26% of the 13F portfolio, value $2,496,190.

    13F-HR 0001214659-25-012046 filed by Bramshill Investments, 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 25,000 shares
    Change vs previous 13F +2,500 shares

    0.25% of the 13F portfolio, value $2,411,250.

    13F-HR 0001214659-25-007675 filed by Bramshill Investments, 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 22,500 shares
    Change vs previous 13F +4,767 shares

    0.34% of the 13F portfolio, value $2,178,225.

    13F-HR 0001214659-25-002793 filed by Bramshill Investments, 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 17,733 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,603,063.

    13F-HR 0001214659-24-018816 filed by Bramshill Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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