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Disclosery

Enclave Advisors LLC: XLP position timeline

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

Enclave Advisors LLC held 0 XLP shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,318 shares

    13F-HR 0001754960-25-000422 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-03-31
    13F 3,318 shares
    Change vs previous 13F -5,781 shares

    0.05% of the 13F portfolio, value $270,982.

    13F-HR 0001754960-25-000173 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 9,099 shares
    Change vs previous 13F -63,374 shares

    0.12% of the 13F portfolio, value $715,273.

    13F-HR 0001754960-25-000041 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 72,473 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $6,015,259.

    13F-HR 0001754960-24-000567 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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