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Everstar Asset Management, LLC: XLP position timeline

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

Everstar Asset Management, LLC held 16,961 XLP 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 16,961 shares
    Change vs previous 13F -15,452 shares

    0.68% of the 13F portfolio, value $1,408,950.

    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 32,413 shares
    Change vs previous 13F -2,105 shares

    1.41% of the 13F portfolio, value $2,656,085.

    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 34,518 shares
    Change vs previous 13F +4,757 shares

    1.44% of the 13F portfolio, value $2,681,359.

    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 29,761 shares
    Change vs previous 13F -3,661 shares

    1.32% of the 13F portfolio, value $2,332,370.

    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 33,422 shares
    Change vs previous 13F -92 shares

    1.65% of the 13F portfolio, value $2,706,179.

    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 33,514 shares
    Change vs previous 13F +1,681 shares

    1.81% of the 13F portfolio, value $2,737,088.

    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 31,833 shares
    Change vs previous 13F +1,432 shares

    1.77% of the 13F portfolio, value $2,502,392.

    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 30,401 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $2,523,283.

    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).