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Disclosery

Ellis Investment Partners, LLC: XLB position timeline

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

Ellis Investment Partners, LLC held 7,344 XLB 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 7,344 shares
    Change vs previous 13F +111 shares

    0.06% of the 13F portfolio, value $373,297.

    13F-HR 0001172661-26-003100 filed by Ellis Investment 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 7,233 shares
    Change vs previous 13F -2,206 shares

    0.06% of the 13F portfolio, value $361,456.

    13F-HR 0001172661-26-001722 filed by Ellis Investment 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 9,439 shares
    Change vs previous 13F +4,727 shares

    0.07% of the 13F portfolio, value $428,092.

    13F-HR 0001172661-26-000417 filed by Ellis Investment 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 4,712 shares
    Change vs previous 13F +117 shares

    0.08% of the 13F portfolio, value $422,353.

    13F-HR 0001172661-25-004372 filed by Ellis Investment 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 4,595 shares
    Change vs previous 13F -89 shares

    0.08% of the 13F portfolio, value $403,453.

    13F-HR 0001172661-25-002737 filed by Ellis Investment 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 4,684 shares
    Change vs previous 13F -978 shares

    0.08% of the 13F portfolio, value $402,720.

    13F-HR 0001172661-25-001532 filed by Ellis Investment 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 5,662 shares
    Change vs previous 13F -192 shares

    0.09% of the 13F portfolio, value $476,359.

    13F-HR 0001172661-25-000424 filed by Ellis Investment 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 5,854 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $564,220.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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