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Disclosery

Ellis Investment Partners, LLC: XLP position timeline

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

Ellis Investment Partners, LLC held 48,494 XLP 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 48,494 shares
    Change vs previous 13F -1,933 shares

    0.61% of the 13F portfolio, value $4,028,415.

    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 50,427 shares
    Change vs previous 13F +4,351 shares

    0.72% of the 13F portfolio, value $4,134,041.

    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 46,076 shares
    Change vs previous 13F -3,065 shares

    0.62% of the 13F portfolio, value $3,579,261.

    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 49,141 shares
    Change vs previous 13F -2,915 shares

    0.7% of the 13F portfolio, value $3,851,186.

    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 52,056 shares
    Change vs previous 13F +426 shares

    0.82% of the 13F portfolio, value $4,215,002.

    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 51,630 shares
    Change vs previous 13F +8,873 shares

    0.87% of the 13F portfolio, value $4,216,654.

    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 42,757 shares
    Change vs previous 13F +854 shares

    0.66% of the 13F portfolio, value $3,361,161.

    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 41,903 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,477,971.

    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).