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Disclosery

ORG Partners LLC: XLP position timeline

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

ORG Partners LLC held 295 XLP shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 295 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $22,978.

    13F-HR 0001979372-26-000001 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 295 shares
    Change vs previous 13F -10,540 shares

    <0.01% of the 13F portfolio, value $23,181.

    13F-HR 0001979372-25-000008 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 10,835 shares
    Change vs previous 13F +2,301 shares

    0.19% of the 13F portfolio, value $890,424.

    13F-HR 0001979372-25-000004 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 8,534 shares
    Change vs previous 13F +1,656 shares

    0.17% of the 13F portfolio, value $695,745.

    13F-HR 0002032602-25-000002 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 6,878 shares
    Change vs previous 13F -136 shares

    0.07% of the 13F portfolio, value $540,722.

    13F-HR 0001979372-25-000001 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 7,014 shares
    Change vs previous 13F +6,769 shares

    0.09% of the 13F portfolio, value $582,228.

    13F-HR 0001979372-24-000004 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 245 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,690.

    13F-HR 0001979372-24-000003 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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