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Disclosery

Fiduciary Group, LLC: XLP position timeline

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

Fiduciary Group, LLC held 32,470 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,470 shares
    Change vs previous 13F +167 shares

    0.21% of the 13F portfolio, value $2,697,318.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 32,303 shares
    Change vs previous 13F +2,355 shares

    0.23% of the 13F portfolio, value $2,648,182.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 29,948 shares
    Change vs previous 13F +10,635 shares

    0.2% of the 13F portfolio, value $2,326,343.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 19,313 shares
    Change vs previous 13F +1,495 shares

    0.13% of the 13F portfolio, value $1,513,562.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 17,818 shares
    Change vs previous 13F +130 shares

    0.14% of the 13F portfolio, value $1,442,687.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 17,688 shares
    Change vs previous 13F +3,059 shares

    0.14% of the 13F portfolio, value $1,444,586.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 14,629 shares
    Change vs previous 13F +1,568 shares

    0.12% of the 13F portfolio, value $1,149,983.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 13,061 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,084,093.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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