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Laurel Wealth Advisors LLC: XLP position timeline

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

Laurel Wealth Advisors LLC held 29,442 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,442 shares
    Change vs previous 13F +77 shares

    0.24% of the 13F portfolio, value $2,445,769.

    13F-HR 0001757128-26-000003 filed by Laurel Wealth 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 29,365 shares
    Change vs previous 13F +393 shares

    0.24% of the 13F portfolio, value $2,471,928.

    13F-HR 0001757128-26-000002 filed by Laurel Wealth 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 28,972 shares
    Change vs previous 13F +1,123 shares

    0.3% of the 13F portfolio, value $2,250,487.

    13F-HR 0001757128-26-000001 filed by Laurel Wealth 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 27,849 shares
    Change vs previous 13F +1,048 shares

    0.31% of the 13F portfolio, value $2,182,454.

    13F-HR 0001757128-25-000008 filed by Laurel Wealth 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/A 26,801 shares
    Change vs previous 13F +986 shares

    0.32% of the 13F portfolio, value $2,170,018.

    13F-HR/A 0001757128-25-000009 filed by Laurel Wealth 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 25,815 shares
    Change vs previous 13F +81 shares

    0.33% of the 13F portfolio, value $2,108,254.

    13F-HR 0001757128-25-000003 filed by Laurel Wealth 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 25,734 shares
    Change vs previous 13F -2,440 shares

    0.32% of the 13F portfolio, value $2,022,893.

    13F-HR 0001757128-25-000001 filed by Laurel Wealth Advisors 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 28,174 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,338,425.

    13F-HR 0001757128-24-000005 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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