FLP Wealth Management, LLC: XLP position timeline

FLP Wealth Management, LLC held 7,127 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 7,127 shares

   Change vs previous 13F +146 shares

   1.05% of the 13F portfolio, value $592,040.

   13F-HR 0002052024-26-000001 filed by FLP Wealth Management, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F/A 6,981 shares

   Change vs previous 13F +6,981 shares

   1.18% of the 13F portfolio, value $572,302.

   13F-HR/A 0001214659-26-005188 filed by FLP Wealth Management, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -2,484 shares

   13F-HR 0001214659-25-014443 filed by FLP Wealth Management, LLC
   Filed 2025-10-01 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

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

4. period ended2025-03-31

   13F 2,484 shares

   Change vs previous 13F +28 shares

   0.64% of the 13F portfolio, value $202,868.

   13F-HR 0001214659-25-010410 filed by FLP Wealth Management, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2024-12-31

   13F 2,456 shares

   Change vs previous 13F not available

   0.49% of the 13F portfolio, value $193,066.

   13F-HR 0001214659-25-010331 filed by FLP Wealth Management, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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