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Everstar Asset Management, LLC: XLC position timeline

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

Everstar Asset Management, LLC held 25,354 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,354 shares
    Change vs previous 13F +3,479 shares

    1.31% of the 13F portfolio, value $2,716,174.

    13F-HR 0001420506-26-001378 filed by Everstar Asset Management, 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 21,875 shares
    Change vs previous 13F -1,304 shares

    1.29% of the 13F portfolio, value $2,425,063.

    13F-HR 0001420506-26-000683 filed by Everstar Asset Management, 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 23,179 shares
    Change vs previous 13F +6,551 shares

    1.46% of the 13F portfolio, value $2,728,632.

    13F-HR 0001420506-26-000172 filed by Everstar Asset Management, 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 16,628 shares
    Change vs previous 13F +3,053 shares

    1.12% of the 13F portfolio, value $1,968,256.

    13F-HR 0001420506-25-003054 filed by Everstar Asset Management, 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 13,575 shares
    Change vs previous 13F -420 shares

    0.9% of the 13F portfolio, value $1,473,295.

    13F-HR 0001420506-25-001911 filed by Everstar Asset Management, 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/A 13,995 shares
    Change vs previous 13F -1,643 shares

    0.89% of the 13F portfolio, value $1,349,818.

    13F-HR/A 0001420506-25-001784 filed by Everstar Asset Management, 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 15,638 shares
    Change vs previous 13F +336 shares

    1.07% of the 13F portfolio, value $1,513,915.

    13F-HR 0001420506-25-000309 filed by Everstar Asset Management, 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 15,302 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,383,301.

    13F-HR 0001420506-24-002288 filed by Everstar Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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