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COLTON GROOME FINANCIAL ADVISORS, LLC: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COLTON GROOME FINANCIAL ADVISORS, LLC on XLP, newest first. How the timeline and the estimate are built.

COLTON GROOME FINANCIAL ADVISORS, LLC held 24,206 XLP shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,206 shares
    Change vs previous 13F -759 shares

    0.46% of the 13F portfolio, value $1,951,030.

    13F-HR 0001780330-26-000005 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,965 shares
    Change vs previous 13F -429 shares

    0.5% of the 13F portfolio, value $2,073,860.

    13F-HR 0001780330-26-000004 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 25,394 shares
    Change vs previous 13F -787 shares

    0.59% of the 13F portfolio, value $2,081,818.

    13F-HR 0001780330-26-000003 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,181 shares
    Change vs previous 13F -2,269 shares

    0.58% of the 13F portfolio, value $2,033,757.

    13F-HR 0001780330-26-000001 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 28,450 shares
    Change vs previous 13F +685 shares

    0.68% of the 13F portfolio, value $2,229,643.

    13F-HR 0001780330-25-000008 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 27,765 shares
    Change vs previous 13F +3,934 shares

    0.76% of the 13F portfolio, value $2,248,149.

    13F-HR 0001780330-25-000006 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 23,831 shares
    Change vs previous 13F -1,740 shares

    0.76% of the 13F portfolio, value $1,950,108.

    13F-HR 0001780330-25-000005 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,571 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,010,153.

    13F-HR 0001780330-25-000001 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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