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McLaughlin Asset Management, Inc.: XLC position timeline

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

McLaughlin Asset Management, Inc. held 9,159 XLC shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 9,159 shares
    Change vs previous 13F -923 shares

    0.75% of the 13F portfolio, value $981,166.

    13F-HR/A 0002112239-26-000004 filed by McLaughlin Asset Management, Inc.
    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 10,082 shares
    Change vs previous 13F -8 shares

    1.07% of the 13F portfolio, value $1,117,651.

    13F-HR 0002112239-26-000002 filed by McLaughlin Asset Management, Inc.
    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 10,090 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,187,753.

    13F-HR 0002112239-26-000001 filed by McLaughlin Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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