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Per Stirling Capital Management, LLC.: XLC position timeline

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

Per Stirling Capital Management, LLC. held 6,989 XLC 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 6,989 shares
    Change vs previous 13F -12,158 shares

    0.07% of the 13F portfolio, value $748,751.

    13F-HR 0001689933-26-000005 filed by Per Stirling 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 19,147 shares
    Change vs previous 13F +11,870 shares

    0.23% of the 13F portfolio, value $2,122,630.

    13F-HR 0001689933-26-000003 filed by Per Stirling 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 7,277 shares
    Change vs previous 13F -18,722 shares

    0.1% of the 13F portfolio, value $856,641.

    13F-HR 0001689933-26-000001 filed by Per Stirling 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 25,999 shares
    Change vs previous 13F +11,728 shares

    0.37% of the 13F portfolio, value $3,077,489.

    13F-HR 0001689933-25-000006 filed by Per Stirling 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 14,271 shares
    Change vs previous 13F -14,627 shares

    0.2% of the 13F portfolio, value $1,548,802.

    13F-HR 0001689933-25-000004 filed by Per Stirling 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 28,898 shares
    Change vs previous 13F +435 shares

    0.4% of the 13F portfolio, value $2,787,242.

    13F-HR 0001689933-25-000003 filed by Per Stirling 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 28,463 shares
    Change vs previous 13F +21,005 shares

    0.39% of the 13F portfolio, value $2,755,500.

    13F-HR 0001689933-25-000002 filed by Per Stirling 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 7,458 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $674,232.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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