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Capital Management Associates, Inc: XLP position timeline

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

Capital Management Associates, Inc held 9,645 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,645 shares
    Change vs previous 13F -139 shares

    0.16% of the 13F portfolio, value $801,212.

    13F-HR 0002008851-26-000004 filed by Capital Management Associates, Inc
    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 9,784 shares
    Change vs previous 13F +1,888 shares

    0.18% of the 13F portfolio, value $802,054.

    13F-HR 0002008851-26-000002 filed by Capital Management Associates, Inc
    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 7,896 shares
    Change vs previous 13F +61 shares

    0.14% of the 13F portfolio, value $613,393.

    13F-HR 0002008851-26-000001 filed by Capital Management Associates, Inc
    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 7,835 shares
    Change vs previous 13F +369 shares

    0.17% of the 13F portfolio, value $613,990.

    13F-HR 0002008851-25-000002 filed by Capital Management Associates, Inc
    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 7,466 shares
    Change vs previous 13F -4,884 shares

    0.19% of the 13F portfolio, value $604,492.

    13F-HR 0001085146-25-004085 filed by Capital Management Associates, Inc
    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 12,350 shares
    Change vs previous 13F +6,659 shares

    0.23% of the 13F portfolio, value $1,008,578.

    13F-HR 0001085146-25-002468 filed by Capital Management Associates, Inc
    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 5,691 shares
    Change vs previous 13F +135 shares

    0.17% of the 13F portfolio, value $447,408.

    13F-HR 0001085146-25-000527 filed by Capital Management Associates, Inc
    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 5,556 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $461,114.

    13F-HR 0001085146-24-005097 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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