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HARRELL INVESTMENT PARTNERS, LLC: XLC position timeline

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

HARRELL INVESTMENT PARTNERS, LLC held 31,598 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,598 shares
    Change vs previous 13F +180 shares

    0.73% of the 13F portfolio, value $3,385,130.

    13F-HR 0001951757-26-000984 filed by HARRELL INVESTMENT PARTNERS, 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 31,418 shares
    Change vs previous 13F -3,052 shares

    0.83% of the 13F portfolio, value $3,483,025.

    13F-HR 0001951757-26-000699 filed by HARRELL INVESTMENT PARTNERS, 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 34,470 shares
    Change vs previous 13F -200 shares

    0.96% of the 13F portfolio, value $4,057,770.

    13F-HR 0001951757-26-000150 filed by HARRELL INVESTMENT PARTNERS, 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 34,670 shares
    Change vs previous 13F -1,945 shares

    0.97% of the 13F portfolio, value $4,103,895.

    13F-HR 0001951757-25-001185 filed by HARRELL INVESTMENT PARTNERS, 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 36,615 shares
    Change vs previous 13F -26,589 shares

    1.01% of the 13F portfolio, value $3,973,871.

    13F-HR 0001951757-25-000860 filed by HARRELL INVESTMENT PARTNERS, 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 63,204 shares
    Change vs previous 13F -96 shares

    1.81% of the 13F portfolio, value $6,096,001.

    13F-HR 0001951757-25-000389 filed by HARRELL INVESTMENT PARTNERS, 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 63,300 shares
    Change vs previous 13F -391 shares

    1.71% of the 13F portfolio, value $6,128,036.

    13F-HR 0001951757-25-000082 filed by HARRELL INVESTMENT PARTNERS, 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 63,691 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $5,757,642.

    13F-HR 0001951757-24-001014 filed by HARRELL INVESTMENT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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