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Disclosery

Full Sail Capital, LLC: XLP position timeline

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

Full Sail Capital, LLC held 209,024 XLP shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 209,024 shares
    Change vs previous 13F -1,246 shares

    0.9% of the 13F portfolio, value $16,381,197.

    13F-HR 0001757617-25-000003 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 210,270 shares
    Change vs previous 13F +14,169 shares

    0.98% of the 13F portfolio, value $17,025,548.

    13F-HR 0001765380-25-000376 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 196,101 shares
    Change vs previous 13F -324 shares

    1.04% of the 13F portfolio, value $16,015,536.

    13F-HR 0001765380-25-000233 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 196,425 shares
    Change vs previous 13F -1,469 shares

    0.98% of the 13F portfolio, value $15,440,938.

    13F-HR 0001765380-25-000105 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 197,894 shares
    Change vs previous 13F +198 shares

    1.05% of the 13F portfolio, value $16,425,213.

    13F-HR 0001765380-24-000453 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 197,696 shares
    Change vs previous 13F +15,267 shares

    1.02% of the 13F portfolio, value $15,139,544.

    13F-HR 0001765380-24-000363 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 182,429 shares
    Change vs previous 13F +9,356 shares

    0.97% of the 13F portfolio, value $13,930,303.

    13F-HR 0001765380-24-000223 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 173,073 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $12,466,476.

    13F-HR 0001765380-24-000116 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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