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Disclosery

M3 Advisory Group, LLC: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on XLP, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 23,238 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,238 shares
    Change vs previous 13F -91 shares

    1% of the 13F portfolio, value $1,930,407.

    13F-HR 0001951757-26-001045 filed by M3 Advisory Group, 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 23,329 shares
    Change vs previous 13F +180 shares

    1.18% of the 13F portfolio, value $1,912,544.

    13F-HR 0001951757-26-000697 filed by M3 Advisory Group, 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 23,149 shares
    Change vs previous 13F +180 shares

    1.1% of the 13F portfolio, value $1,798,178.

    13F-HR 0001951757-26-000209 filed by M3 Advisory Group, 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 22,969 shares
    Change vs previous 13F +308 shares

    1.12% of the 13F portfolio, value $1,800,076.

    13F-HR 0001951757-25-001363 filed by M3 Advisory Group, 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 22,661 shares
    Change vs previous 13F -37 shares

    1.27% of the 13F portfolio, value $1,834,890.

    13F-HR 0001951757-25-000967 filed by M3 Advisory Group, 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 22,698 shares
    Change vs previous 13F -25 shares

    1.46% of the 13F portfolio, value $1,853,711.

    13F-HR 0001951757-25-000419 filed by M3 Advisory Group, 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 22,723 shares
    Change vs previous 13F +152 shares

    1.28% of the 13F portfolio, value $1,786,232.

    13F-HR 0001951757-25-000083 filed by M3 Advisory Group, 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 22,571 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,873,367.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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