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Disclosery

Lynx Investment Advisory: XLP position timeline

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

Lynx Investment Advisory held 6,107 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,107 shares
    Change vs previous 13F +19 shares

    0.17% of the 13F portfolio, value $507,325.

    13F-HR 0002028812-26-000003 filed by Lynx Investment Advisory
    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 6,088 shares
    Change vs previous 13F +69 shares

    0.24% of the 13F portfolio, value $499,060.

    13F-HR 0002028812-26-000002 filed by Lynx Investment Advisory
    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 6,019 shares
    Change vs previous 13F -1,262 shares

    0.26% of the 13F portfolio, value $467,560.

    13F-HR 0002028812-26-000001 filed by Lynx Investment Advisory
    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 7,281 shares
    Change vs previous 13F -279 shares

    0.34% of the 13F portfolio, value $570,606.

    13F-HR 0002028812-25-000006 filed by Lynx Investment Advisory
    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 7,560 shares
    Change vs previous 13F +1,564 shares

    0.4% of the 13F portfolio, value $612,140.

    13F-HR 0002028812-25-000005 filed by Lynx Investment Advisory
    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 5,996 shares
    Change vs previous 13F +5,996 shares

    0.33% of the 13F portfolio, value $489,658.

    13F-HR 0002028812-25-000003 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0002028812-24-000002 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.