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Legacy Edge Advisors, LLC: XLP position timeline

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

Legacy Edge Advisors, LLC held 109,029 XLP shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 109,029 shares
    Change vs previous 13F +4,433 shares

    0.83% of the 13F portfolio, value $9,057,039.

    13F-HR/A 0002105396-26-000004 filed by Legacy Edge 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 104,596 shares
    Change vs previous 13F +77,149 shares

    0.9% of the 13F portfolio, value $8,574,780.

    13F-HR 0002105396-26-000002 filed by Legacy Edge 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 27,447 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,132,083.

    13F-HR 0002105396-26-000001 filed by Legacy Edge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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