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Disclosery

PATRON PARTNERS, LLC: XLC position timeline

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

PATRON PARTNERS, LLC held 1,921 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,921 shares
    Change vs previous 13F +39 shares

    0.08% of the 13F portfolio, value $205,797.

    13F-HR 0001841768-26-000004 filed by PATRON 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 ended2026-03-31
    13F 1,882 shares
    Change vs previous 13F -9 shares

    0.09% of the 13F portfolio, value $208,639.

    13F-HR 0001841768-26-000002 filed by PATRON 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 ended2025-12-31
    13F 1,891 shares
    Change vs previous 13F -9 shares

    0.1% of the 13F portfolio, value $222,609.

    13F-HR 0001841768-26-000001 filed by PATRON 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 ended2025-09-30
    13F 1,900 shares
    Change vs previous 13F -8 shares

    0.1% of the 13F portfolio, value $224,903.

    13F-HR 0001841768-25-000007 filed by PATRON 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 ended2025-06-30
    13F 1,908 shares
    Change vs previous 13F -170 shares

    0.1% of the 13F portfolio, value $207,075.

    13F-HR 0001841768-25-000003 filed by PATRON 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 ended2025-03-31
    13F 2,078 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $200,423.

    13F-HR 0001831263-25-000003 filed by PATRON PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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