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McElhenny Sheffield Capital Management, LLC: XLC position timeline

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

McElhenny Sheffield Capital Management, LLC held 0 XLC shares at 2025-06-30 per its 13F-HR/A filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F/A 0 shares
    Change vs previous 13F -151,382 shares

    13F-HR/A 0001754960-25-000475 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 151,382 shares
    Change vs previous 13F +151,382 shares

    5.47% of the 13F portfolio, value $14,600,803.

    13F-HR 0001754960-25-000202 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -173,837 shares

    13F-HR 0001754960-25-000035 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-09-30
    13F 173,837 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $15,714,875.

    13F-HR 0001754960-24-000516 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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