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MBA Advisors LLC: XLP position timeline

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

MBA Advisors LLC held 6,520 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,520 shares
    Change vs previous 13F -13 shares

    0.18% of the 13F portfolio, value $541,616.

    13F-HR 0001848704-26-000003 filed by MBA 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 6,533 shares
    Change vs previous 13F -405 shares

    0.21% of the 13F portfolio, value $535,575.

    13F-HR 0001848704-26-000002 filed by MBA 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 6,938 shares
    Change vs previous 13F +15 shares

    0.22% of the 13F portfolio, value $538,944.

    13F-HR 0001848704-26-000001 filed by MBA Advisors 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 6,923 shares
    Change vs previous 13F +72 shares

    0.23% of the 13F portfolio, value $542,556.

    13F-HR 0001848704-25-000002 filed by MBA Advisors 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 6,851 shares
    Change vs previous 13F +86 shares

    0.26% of the 13F portfolio, value $554,725.

    13F-HR 0001085146-25-003959 filed by MBA Advisors 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 6,765 shares
    Change vs previous 13F -6 shares

    0.27% of the 13F portfolio, value $552,498.

    13F-HR 0001085146-25-002414 filed by MBA Advisors 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 6,771 shares
    Change vs previous 13F -25 shares

    0.27% of the 13F portfolio, value $532,268.

    13F-HR 0001085146-25-000583 filed by MBA Advisors 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 6,796 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $564,068.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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