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Disclosery

Elm Partners Management LLC: XLP position timeline

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

Elm Partners Management LLC held 3,755 XLP shares at 2026-06-30 per its 13F-HR/A filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,755 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $311,892.

    13F-HR/A 0001172661-26-004422 filed by Elm Partners Management LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 3,758 shares
    Change vs previous 13F +60 shares

    0.01% of the 13F portfolio, value $307,713.

    13F-HR 0001172661-26-001760 filed by Elm Partners Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  3. period ended2025-12-31
    13F/A 3,698 shares
    Change vs previous 13F +3,698 shares

    0.01% of the 13F portfolio, value $287,261.

    13F-HR/A 0001172661-26-004421 filed by Elm Partners Management LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -5,784 shares

    13F-HR/A 0001172661-26-004420 filed by Elm Partners Management LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F/A 5,784 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $468,330.

    13F-HR/A 0001172661-26-004419 filed by Elm Partners Management LLC
    Accepted , ingested