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FORBES J M & CO LLP: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on XLC, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 63,576 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,576 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $6,810,897.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 63,576 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $7,048,035.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 63,576 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $7,484,167.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 63,576 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $7,525,491.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 63,576 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $6,899,903.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 63,576 shares
    Change vs previous 13F -972 shares

    0.59% of the 13F portfolio, value $6,131,905.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 64,548 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $6,248,892.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 64,548 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,835,139.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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