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Disclosery

McAdam, LLC: XLP position timeline

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

McAdam, LLC held 21,051 XLP 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 21,051 shares
    Change vs previous 13F +1,460 shares

    0.07% of the 13F portfolio, value $1,748,738.

    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 19,591 shares
    Change vs previous 13F +2,473 shares

    0.07% of the 13F portfolio, value $1,606,096.

    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 17,118 shares
    Change vs previous 13F +6,601 shares

    0.06% of the 13F portfolio, value $1,329,755.

    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 10,517 shares
    Change vs previous 13F +578 shares

    0.04% of the 13F portfolio, value $824,225.

    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 9,939 shares
    Change vs previous 13F +592 shares

    0.04% of the 13F portfolio, value $804,798.

    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 9,347 shares
    Change vs previous 13F -3,181 shares

    0.05% of the 13F portfolio, value $763,380.

    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 12,528 shares
    Change vs previous 13F +227 shares

    0.05% of the 13F portfolio, value $984,818.

    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 12,301 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,020,971.

    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).