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Disclosery

Graypoint LLC: XLP position timeline

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

Graypoint LLC held 67,215 XLP shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 67,215 shares
    Change vs previous 13F -5,673 shares

    0.31% of the 13F portfolio, value $5,442,408.

    13F-HR 0000950123-25-006388 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 72,888 shares
    Change vs previous 13F -3,831 shares

    0.37% of the 13F portfolio, value $5,952,753.

    13F-HR 0000950123-25-003985 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 76,719 shares
    Change vs previous 13F -1,987 shares

    0.36% of the 13F portfolio, value $6,030,847.

    13F-HR 0000950123-25-000207 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 78,706 shares
    Change vs previous 13F -2,262 shares

    0.42% of the 13F portfolio, value $6,532,571.

    13F-HR 0000950123-24-010105 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 80,968 shares
    Change vs previous 13F +1,517 shares

    0.43% of the 13F portfolio, value $6,200,554.

    13F-HR 0000950123-24-006953 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 79,451 shares
    Change vs previous 13F -47,916 shares

    0.44% of the 13F portfolio, value $6,066,891.

    13F-HR 0000950123-24-003715 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 127,367 shares
    Change vs previous 13F +468 shares

    0.74% of the 13F portfolio, value $9,174,249.

    13F-HR 0000950123-24-000428 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 126,899 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $8,731,908.

    13F-HR 0000950123-23-009032 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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