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MCDONALD PARTNERS LLC: XYL position timeline

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

MCDONALD PARTNERS LLC held 9,548 XYL 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 9,548 shares
    Change vs previous 13F -80 shares

    0.27% of the 13F portfolio, value $1,128,669.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 9,628 shares
    Change vs previous 13F -190 shares

    0.27% of the 13F portfolio, value $1,150,546.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 9,818 shares
    Change vs previous 13F -1,940 shares

    0.42% of the 13F portfolio, value $1,337,017.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 11,758 shares
    Change vs previous 13F -5,408 shares

    0.52% of the 13F portfolio, value $1,734,702.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 17,166 shares
    Change vs previous 13F +376 shares

    0.53% of the 13F portfolio, value $2,225,276.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 16,790 shares
    Change vs previous 13F -137 shares

    0.52% of the 13F portfolio, value $2,009,605.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 16,927 shares
    Change vs previous 13F +992 shares

    0.5% of the 13F portfolio, value $1,963,914.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 15,935 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,151,764.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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