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Disclosery

L.M. KOHN & COMPANY: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on XLP, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 11,198 XLP shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 11,198 shares
    Change vs previous 13F -75 shares

    1.05% of the 13F portfolio, value $877,579.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 11,273 shares
    Change vs previous 13F +241 shares

    0.25% of the 13F portfolio, value $912,793.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 11,032 shares
    Change vs previous 13F +51 shares

    0.24% of the 13F portfolio, value $900,943.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 10,981 shares
    Change vs previous 13F -5,977 shares

    0.22% of the 13F portfolio, value $863,214.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 16,958 shares
    Change vs previous 13F +6,267 shares

    0.36% of the 13F portfolio, value $1,407,475.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 10,691 shares
    Change vs previous 13F -704 shares

    0.22% of the 13F portfolio, value $818,707.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 11,395 shares
    Change vs previous 13F +26 shares

    0.24% of the 13F portfolio, value $870,117.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 11,369 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $818,925.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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