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Mission Hills Financial Advisory, LLC: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mission Hills Financial Advisory, LLC on XLP, newest first. How the timeline and the estimate are built.

Mission Hills Financial Advisory, LLC held 27,452 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,452 shares
    Change vs previous 13F -23,160 shares

    1% of the 13F portfolio, value $2,280,452.

    13F-HR 0001986152-26-000151 filed by Mission Hills Financial Advisory, 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 50,612 shares
    Change vs previous 13F +1,193 shares

    2.12% of the 13F portfolio, value $4,149,133.

    13F-HR 0001986152-26-000053 filed by Mission Hills Financial Advisory, 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 49,419 shares
    Change vs previous 13F +1,901 shares

    2.03% of the 13F portfolio, value $3,838,838.

    13F-HR 0001986152-26-000006 filed by Mission Hills Financial Advisory, 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 47,518 shares
    Change vs previous 13F +474 shares

    1.98% of the 13F portfolio, value $3,724,014.

    13F-HR 0001986152-25-000101 filed by Mission Hills Financial Advisory, 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 47,044 shares
    Change vs previous 13F -1,262 shares

    2.36% of the 13F portfolio, value $3,809,149.

    13F-HR 0001986152-25-000051 filed by Mission Hills Financial Advisory, 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 48,306 shares
    Change vs previous 13F -842 shares

    2.74% of the 13F portfolio, value $3,945,188.

    13F-HR 0001986152-25-000032 filed by Mission Hills Financial Advisory, 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 49,148 shares
    Change vs previous 13F +6,996 shares

    3% of the 13F portfolio, value $3,863,516.

    13F-HR 0001754960-25-000033 filed by Mission Hills Financial Advisory, 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 42,152 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $3,365,875.

    13F-HR 0001754960-24-000553 filed by Mission Hills Financial Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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