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PFG Advisors: XLP position timeline

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

PFG Advisors held 12,248 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,248 shares
    Change vs previous 13F -1,561 shares

    0.05% of the 13F portfolio, value $1,017,406.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 13,809 shares
    Change vs previous 13F -244 shares

    0.06% of the 13F portfolio, value $1,132,071.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 14,053 shares
    Change vs previous 13F +1,892 shares

    0.05% of the 13F portfolio, value $1,091,638.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 12,161 shares
    Change vs previous 13F -866 shares

    0.04% of the 13F portfolio, value $953,080.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 13,027 shares
    Change vs previous 13F +917 shares

    0.05% of the 13F portfolio, value $1,054,823.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 12,110 shares
    Change vs previous 13F -220 shares

    0.06% of the 13F portfolio, value $989,058.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 12,330 shares
    Change vs previous 13F -1,862 shares

    0.06% of the 13F portfolio, value $969,264.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 14,192 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,177,931.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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