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Richard Bernstein Advisors LLC: XLP position timeline

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

Richard Bernstein Advisors LLC held 206 XLP shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 206 shares
    Change vs previous 13F -703,935 shares

    <0.01% of the 13F portfolio, value $16,906.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 704,141 shares
    Change vs previous 13F -20,034 shares

    1.61% of the 13F portfolio, value $54,699,767.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 724,175 shares
    Change vs previous 13F -20,625 shares

    1.6% of the 13F portfolio, value $56,092,169.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 744,800 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $60,308,599.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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