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Disclosery

One Wealth Map LLC: XLP position timeline

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

One Wealth Map LLC held 87,522 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,522 shares
    Change vs previous 13F +5,465 shares

    3.57% of the 13F portfolio, value $7,645,910.

    13F-HR 0001802635-26-000003 filed by One Wealth Map 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 82,057 shares
    Change vs previous 13F -2,122 shares

    3.37% of the 13F portfolio, value $6,906,740.

    13F-HR 0001802635-26-000002 filed by One Wealth Map 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 84,179 shares
    Change vs previous 13F +7,246 shares

    3.62% of the 13F portfolio, value $7,113,095.

    13F-HR 0001802635-26-000001 filed by One Wealth Map 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 76,933 shares
    Change vs previous 13F +2,144 shares

    3.13% of the 13F portfolio, value $5,879,960.

    13F-HR 0001802635-25-000007 filed by One Wealth Map 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 74,789 shares
    Change vs previous 13F +6,472 shares

    3.32% of the 13F portfolio, value $6,048,914.

    13F-HR 0001802635-25-000003 filed by One Wealth Map 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 68,317 shares
    Change vs previous 13F -38 shares

    3.69% of the 13F portfolio, value $5,539,810.

    13F-HR 0001802635-25-000002 filed by One Wealth Map 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 68,355 shares
    Change vs previous 13F +1,954 shares

    3.41% of the 13F portfolio, value $5,617,409.

    13F-HR 0001802635-25-000001 filed by One Wealth Map 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 66,401 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $5,477,390.

    13F-HR 0001802635-24-000004 filed by One Wealth Map LLC
    Filed (acceptance time not in the bulk data set), ingested

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