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Matthew Goff Investment Advisor, LLC: XLP position timeline

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

Matthew Goff Investment Advisor, LLC held 9,950 XLP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,950 shares
    Change vs previous 13F +31 shares

    0.12% of the 13F portfolio, value $801,944.

    13F-HR 0001754960-26-000851 filed by Matthew Goff Investment Advisor, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,919 shares
    Change vs previous 13F +716 shares

    0.14% of the 13F portfolio, value $824,006.

    13F-HR 0001754960-26-000412 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,203 shares
    Change vs previous 13F +2,309 shares

    0.13% of the 13F portfolio, value $754,456.

    13F-HR 0001754960-26-000273 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,894 shares
    Change vs previous 13F +1,735 shares

    0.09% of the 13F portfolio, value $535,501.

    13F-HR 0001754960-26-000058 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,159 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $404,346.

    13F-HR 0001754960-25-000671 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,157 shares
    Change vs previous 13F +1,538 shares

    0.08% of the 13F portfolio, value $417,537.

    13F-HR 0001754960-25-000355 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,619 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $295,564.

    13F-HR 0001754960-25-000216 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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