Skip to content
Disclosery

Mendel Capital Management LLC: XLC position timeline

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

Mendel Capital Management LLC held 17,430 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,430 shares
    Change vs previous 13F -117 shares

    0.84% of the 13F portfolio, value $1,867,309.

    13F-HR 0001911384-26-000008 filed by Mendel Capital Management 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 17,547 shares
    Change vs previous 13F +363 shares

    0.98% of the 13F portfolio, value $1,945,287.

    13F-HR 0001911384-26-000006 filed by Mendel 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 ended2025-09-30
    13F 17,184 shares
    Change vs previous 13F +453 shares

    1.07% of the 13F portfolio, value $2,034,087.

    13F-HR 0001911384-25-000016 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 16,731 shares
    Change vs previous 13F +69 shares

    1.04% of the 13F portfolio, value $1,815,825.

    13F-HR 0001911384-25-000008 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 16,662 shares
    Change vs previous 13F +795 shares

    0.97% of the 13F portfolio, value $1,607,077.

    13F-HR 0001911384-25-000006 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 15,867 shares
    Change vs previous 13F +2,453 shares

    0.93% of the 13F portfolio, value $1,536,059.

    13F-HR 0001911384-25-000004 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 13,414 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,212,611.

    13F-HR 0001172661-24-004506 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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