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Disclosery

Bray Capital Advisors: XLP position timeline

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

Bray Capital Advisors held 20,229 XLP shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 20,229 shares
    Change vs previous 13F -765 shares

    0.43% of the 13F portfolio, value $1,590,225.

    13F-HR 0001580642-25-000663 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 20,994 shares
    Change vs previous 13F +1 shares

    0.43% of the 13F portfolio, value $1,742,466.

    13F-HR 0001580642-24-006545 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 20,993 shares
    Change vs previous 13F -242 shares

    0.4% of the 13F portfolio, value $1,607,649.

    13F-HR 0001580642-24-004036 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 21,235 shares
    Change vs previous 13F -8 shares

    0.41% of the 13F portfolio, value $1,621,531.

    13F-HR 0001580642-24-002387 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 21,243 shares
    Change vs previous 13F -1,099 shares

    0.42% of the 13F portfolio, value $1,530,161.

    13F-HR 0001580642-24-000585 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 22,342 shares
    Change vs previous 13F -49 shares

    0.47% of the 13F portfolio, value $1,537,357.

    13F-HR 0001580642-23-005759 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 22,391 shares
    Change vs previous 13F -94 shares

    0.5% of the 13F portfolio, value $1,660,731.

    13F-HR 0001580642-23-003829 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 22,485 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,679,827.

    13F-HR 0001580642-23-002305 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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