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Disclosery

Providence First Trust Co: XLP position timeline

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

Providence First Trust Co held 19,018 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,018 shares
    Change vs previous 13F +2,408 shares

    0.44% of the 13F portfolio, value $1,579,825.

    13F-HR 0001713735-26-000005 filed by Providence First Trust Co
    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 16,610 shares
    Change vs previous 13F +3,254 shares

    0.48% of the 13F portfolio, value $1,361,688.

    13F-HR 0001713735-26-000004 filed by Providence First Trust Co
    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 13,356 shares
    Change vs previous 13F -32,618 shares

    0.36% of the 13F portfolio, value $1,037,494.

    13F-HR 0001713735-26-000001 filed by Providence First Trust Co
    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 45,974 shares
    Change vs previous 13F -861 shares

    1.25% of the 13F portfolio, value $3,602,982.

    13F-HR 0001713735-25-000007 filed by Providence First Trust Co
    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 46,835 shares
    Change vs previous 13F +234 shares

    1.34% of the 13F portfolio, value $3,792,230.

    13F-HR 0001713735-25-000006 filed by Providence First Trust Co
    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 46,601 shares
    Change vs previous 13F -100 shares

    1.54% of the 13F portfolio, value $3,805,904.

    13F-HR 0001713735-25-000005 filed by Providence First Trust Co
    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 46,701 shares
    Change vs previous 13F +1,759 shares

    1.38% of the 13F portfolio, value $3,671,166.

    13F-HR 0001713735-25-000001 filed by Providence First Trust Co
    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 44,942 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $3,730,212.

    13F-HR 0001713735-24-000005 filed by Providence First Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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