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NOVARE CAPITAL MANAGEMENT LLC: XLP position timeline

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

NOVARE CAPITAL MANAGEMENT LLC held 96,523 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,523 shares
    Change vs previous 13F -752 shares

    0.57% of the 13F portfolio, value $8,018,187.

    13F-HR 0001951757-26-001176 filed by NOVARE 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 97,275 shares
    Change vs previous 13F -2,844 shares

    0.63% of the 13F portfolio, value $7,974,645.

    13F-HR 0001951757-26-000640 filed by NOVARE 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 ended2025-12-31
    13F 100,119 shares
    Change vs previous 13F +1,557 shares

    0.58% of the 13F portfolio, value $7,777,261.

    13F-HR 0001951757-26-000360 filed by NOVARE 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 ended2025-09-30
    13F 98,562 shares
    Change vs previous 13F -221 shares

    0.59% of the 13F portfolio, value $7,724,304.

    13F-HR 0001951757-25-001264 filed by NOVARE 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 ended2025-06-30
    13F 98,783 shares
    Change vs previous 13F +912 shares

    0.65% of the 13F portfolio, value $7,998,460.

    13F-HR 0001951757-25-000991 filed by NOVARE 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 ended2025-03-31
    13F 97,871 shares
    Change vs previous 13F +175 shares

    0.7% of the 13F portfolio, value $7,993,125.

    13F-HR 0001951757-25-000471 filed by NOVARE 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 ended2024-12-31
    13F 97,696 shares
    Change vs previous 13F -4,503 shares

    0.65% of the 13F portfolio, value $7,679,883.

    13F-HR 0001951757-25-000086 filed by NOVARE CAPITAL MANAGEMENT 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 102,199 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $8,482,517.

    13F-HR 0001951757-24-001017 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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