McCollum Christoferson Group LLC: XLC position timeline

McCollum Christoferson Group LLC held 102,072 XLC 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 102,072 shares

   Change vs previous 13F -2,048 shares

   2.79% of the 13F portfolio, value $9,550,365.

   13F-HR 0001727573-26-000012 filed by McCollum Christoferson Group LLC
   Accepted 2026-10-13 16:22:13 UTC, ingested 2026-10-13 16:23:13 UTC

2. period ended2026-06-30

   13F 104,120 shares

   Change vs previous 13F -3,590 shares

   2.77% of the 13F portfolio, value $9,439,846.

   13F-HR 0001727573-26-000006 filed by McCollum Christoferson Group LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 107,710 shares

   Change vs previous 13F +60,770 shares

   3.05% of the 13F portfolio, value $10,165,943.

   13F-HR 0001727573-26-000004 filed by McCollum Christoferson Group LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 46,940 shares

   Change vs previous 13F +1,665 shares

   1.6% of the 13F portfolio, value $5,525,777.

   13F-HR 0001727573-26-000002 filed by McCollum Christoferson Group LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 45,275 shares

   Change vs previous 13F +495 shares

   1.54% of the 13F portfolio, value $5,359,202.

   13F-HR 0001727573-25-000013 filed by McCollum Christoferson Group LLC
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 44,780 shares

   Change vs previous 13F +1,185 shares

   1.45% of the 13F portfolio, value $4,859,973.

   13F-HR 0001727573-25-000011 filed by McCollum Christoferson Group LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 43,595 shares

   Change vs previous 13F +2,415 shares

   1.28% of the 13F portfolio, value $4,204,738.

   13F-HR 0001727573-25-000005 filed by McCollum Christoferson Group LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 41,180 shares

   Change vs previous 13F not available

   1.18% of the 13F portfolio, value $3,986,636.

   13F-HR 0001727573-25-000003 filed by McCollum Christoferson Group LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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