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D.B. Root & Company, LLC: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.B. Root & Company, LLC on XLP, newest first. How the timeline and the estimate are built.

D.B. Root & Company, LLC held 5,297 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,297 shares
    Change vs previous 13F +805 shares

    0.09% of the 13F portfolio, value $440,022.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 4,492 shares
    Change vs previous 13F -1,978 shares

    0.09% of the 13F portfolio, value $368,254.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 6,470 shares
    Change vs previous 13F +490 shares

    0.12% of the 13F portfolio, value $502,590.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 5,980 shares
    Change vs previous 13F +460 shares

    0.12% of the 13F portfolio, value $468,653.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 5,520 shares
    Change vs previous 13F +804 shares

    0.13% of the 13F portfolio, value $446,954.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, 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 4,716 shares
    Change vs previous 13F +324 shares

    0.12% of the 13F portfolio, value $385,156.

    13F-HR 0001172661-25-001837 filed by D.B. Root & Company, 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 4,392 shares
    Change vs previous 13F +125 shares

    0.11% of the 13F portfolio, value $345,255.

    13F-HR 0001172661-25-000250 filed by D.B. Root & Company, 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 4,267 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $354,161.

    13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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