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Disclosery

Estate Counselors, LLC: XLP position timeline

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

Estate Counselors, LLC held 164,443 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,443 shares
    Change vs previous 13F -20,583 shares

    1.17% of the 13F portfolio, value $13,660,280.

    13F-HR 0001172661-26-003139 filed by Estate Counselors, 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 185,026 shares
    Change vs previous 13F -16,041 shares

    1.35% of the 13F portfolio, value $15,168,431.

    13F-HR 0001172661-26-002085 filed by Estate Counselors, 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 201,067 shares
    Change vs previous 13F -49,871 shares

    1.31% of the 13F portfolio, value $15,618,885.

    13F-HR 0001172661-26-000425 filed by Estate Counselors, 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 250,938 shares
    Change vs previous 13F +22,485 shares

    1.69% of the 13F portfolio, value $19,666,011.

    13F-HR 0001172661-25-004526 filed by Estate Counselors, 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 228,453 shares
    Change vs previous 13F +45,475 shares

    1.82% of the 13F portfolio, value $18,497,839.

    13F-HR 0001172661-25-003012 filed by Estate Counselors, 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 182,978 shares
    Change vs previous 13F +2,286 shares

    1.55% of the 13F portfolio, value $14,943,813.

    13F-HR 0001172661-25-001813 filed by Estate Counselors, 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 180,692 shares
    Change vs previous 13F +8,675 shares

    1.52% of the 13F portfolio, value $14,204,198.

    13F-HR 0001172661-25-001064 filed by Estate Counselors, 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 172,017 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $14,277,411.

    13F-HR 0001172661-24-004570 filed by Estate Counselors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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