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Martin Capital Advisors, LLP: XYZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Martin Capital Advisors, LLP on XYZ, newest first. How the timeline and the estimate are built.

Martin Capital Advisors, LLP held 30,859 XYZ 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 30,859 shares
    Change vs previous 13F -272 shares

    1.23% of the 13F portfolio, value $2,345,284.

    13F-HR 0001398344-26-012621 filed by Martin Capital Advisors, LLP
    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 31,131 shares
    Change vs previous 13F -580 shares

    1.18% of the 13F portfolio, value $1,873,464.

    13F-HR 0001398344-26-008332 filed by Martin Capital Advisors, LLP
    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 31,711 shares
    Change vs previous 13F -281 shares

    1.21% of the 13F portfolio, value $2,064,069.

    13F-HR 0001398344-26-001229 filed by Martin Capital Advisors, LLP
    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 31,992 shares
    Change vs previous 13F 0 shares

    1.4% of the 13F portfolio, value $2,312,062.

    13F-HR 0001398344-25-019173 filed by Martin Capital Advisors, LLP
    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 31,992 shares
    Change vs previous 13F -500 shares

    1.41% of the 13F portfolio, value $2,173,217.

    13F-HR 0001398344-25-013130 filed by Martin Capital Advisors, LLP
    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 32,492 shares
    Change vs previous 13F -900 shares

    1.26% of the 13F portfolio, value $1,765,290.

    13F-HR 0001398344-25-008329 filed by Martin Capital Advisors, LLP
    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 33,392 shares
    Change vs previous 13F 0 shares

    1.83% of the 13F portfolio, value $2,837,986.

    13F-HR 0001398344-25-001277 filed by Martin Capital Advisors, LLP
    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 33,392 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $2,241,605.

    13F-HR 0001398344-24-018777 filed by Martin Capital Advisors, LLP
    Filed (acceptance time not in the bulk data set), ingested

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