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Disclosery

McAdam, LLC: XLC position timeline

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

McAdam, LLC held 5,227 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,227 shares
    Change vs previous 13F -128 shares

    0.02% of the 13F portfolio, value $559,935.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 5,355 shares
    Change vs previous 13F +468 shares

    0.03% of the 13F portfolio, value $593,694.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 4,887 shares
    Change vs previous 13F +612 shares

    0.03% of the 13F portfolio, value $575,290.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 4,275 shares
    Change vs previous 13F +959 shares

    0.02% of the 13F portfolio, value $505,977.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 3,316 shares
    Change vs previous 13F -90 shares

    0.02% of the 13F portfolio, value $359,929.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 3,406 shares
    Change vs previous 13F +355 shares

    0.02% of the 13F portfolio, value $328,539.

    13F-HR 0001580642-25-003207 filed by McAdam, 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 3,051 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $295,387.

    13F-HR 0001580642-25-000421 filed by McAdam, 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 3,031 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $274,012.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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