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Jacobs Equity LLC: XLP position timeline

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

Jacobs Equity LLC held 10,170 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,170 shares
    Change vs previous 13F +438 shares

    0.58% of the 13F portfolio, value $844,822.

    13F-HR 0002111761-26-000004 filed by Jacobs Equity 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 9,732 shares
    Change vs previous 13F -724 shares

    0.71% of the 13F portfolio, value $797,829.

    13F-HR 0002111761-26-000003 filed by Jacobs Equity 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 10,456 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $812,222.

    13F-HR 0002111761-26-000001 filed by Jacobs Equity LLC
    Filed (acceptance time not in the bulk data set), ingested

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