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Disclosery

Helium Advisors LLC: XLP position timeline

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

Helium Advisors LLC held 19,346 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,346 shares
    Change vs previous 13F +713 shares

    1.34% of the 13F portfolio, value $1,607,071.

    13F-HR 0002056653-26-000004 filed by Helium Advisors 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 18,633 shares
    Change vs previous 13F -690 shares

    1.46% of the 13F portfolio, value $1,527,493.

    13F-HR 0002056653-26-000003 filed by Helium Advisors 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 19,323 shares
    Change vs previous 13F -4,334 shares

    1.52% of the 13F portfolio, value $1,501,039.

    13F-HR 0002056653-26-000001 filed by Helium Advisors 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 23,657 shares
    Change vs previous 13F -8,604 shares

    1.55% of the 13F portfolio, value $1,854,013.

    13F-HR 0002056653-25-000005 filed by Helium Advisors 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 32,261 shares
    Change vs previous 13F +366 shares

    1.65% of the 13F portfolio, value $2,612,155.

    13F-HR 0002056653-25-000002 filed by Helium Advisors 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 31,895 shares
    Change vs previous 13F +3,957 shares

    1.9% of the 13F portfolio, value $2,604,870.

    13F-HR 0001510940-25-000001 filed by Helium Advisors 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 27,938 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,196,226.

    13F-HR 0002056653-25-000001 filed by Helium Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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