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Disclosery

Hopwood Financial Services, Inc.: XLP position timeline

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

Hopwood Financial Services, Inc. held 4,482 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,482 shares
    Change vs previous 13F +115 shares

    0.22% of the 13F portfolio, value $372,320.

    13F-HR 0001705819-26-000042 filed by Hopwood Financial Services, Inc.
    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 4,367 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $358,007.

    13F-HR 0001705819-26-000036 filed by Hopwood Financial Services, Inc.
    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 4,367 shares
    Change vs previous 13F +505 shares

    0.24% of the 13F portfolio, value $339,229.

    13F-HR 0001705819-26-000009 filed by Hopwood Financial Services, Inc.
    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 3,862 shares
    Change vs previous 13F +560 shares

    0.2% of the 13F portfolio, value $302,665.

    13F-HR 0002023166-25-000005 filed by Hopwood Financial Services, Inc.
    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 3,302 shares
    Change vs previous 13F +50 shares

    0.21% of the 13F portfolio, value $267,363.

    13F-HR 0002023166-25-000004 filed by Hopwood Financial Services, Inc.
    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 3,252 shares
    Change vs previous 13F +1,171 shares

    0.21% of the 13F portfolio, value $265,591.

    13F-HR 0002023166-25-000003 filed by Hopwood Financial Services, Inc.
    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 2,081 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $163,588.

    13F-HR 0002023166-25-000001 filed by Hopwood Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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