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Disclosery

DDD Partners, LLC: XLC position timeline

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

DDD Partners, LLC held 7,459 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,459 shares
    Change vs previous 13F -14,067 shares

    0.05% of the 13F portfolio, value $799,062.

    13F-HR 0001729673-26-000006 filed by DDD Partners, 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 21,526 shares
    Change vs previous 13F +190 shares

    0.17% of the 13F portfolio, value $2,386,325.

    13F-HR 0001729673-26-000004 filed by DDD Partners, 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 21,336 shares
    Change vs previous 13F +369 shares

    0.16% of the 13F portfolio, value $2,511,717.

    13F-HR 0001729673-26-000003 filed by DDD Partners, 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 20,967 shares
    Change vs previous 13F +1,359 shares

    0.16% of the 13F portfolio, value $2,481,885.

    13F-HR 0001729673-25-000008 filed by DDD Partners, 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 19,608 shares
    Change vs previous 13F +362 shares

    0.23% of the 13F portfolio, value $2,128,068.

    13F-HR 0001729673-25-000006 filed by DDD Partners, 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 19,246 shares
    Change vs previous 13F +507 shares

    0.23% of the 13F portfolio, value $1,856,283.

    13F-HR 0001729673-25-000005 filed by DDD Partners, 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 18,739 shares
    Change vs previous 13F +290 shares

    0.22% of the 13F portfolio, value $1,814,124.

    13F-HR 0001729673-25-000003 filed by DDD Partners, 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 18,449 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,667,790.

    13F-HR 0001729673-24-000008 filed by DDD Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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