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Ridgepath Capital Management LLC: XLC position timeline

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

Ridgepath Capital Management LLC held 8,835 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,835 shares
    Change vs previous 13F -865 shares

    0.42% of the 13F portfolio, value $946,494.

    13F-HR 0002085853-26-001060 filed by Ridgepath 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 9,700 shares
    Change vs previous 13F -19 shares

    0.53% of the 13F portfolio, value $1,075,342.

    13F-HR 0002085853-26-000573 filed by Ridgepath 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 9,719 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,150,438.

    13F-HR 0002085853-26-000193 filed by Ridgepath 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 9,719 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,150,438.

    13F-HR 0002085853-25-000052 filed by Ridgepath 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 9,719 shares
    Change vs previous 13F -152 shares

    0.48% of the 13F portfolio, value $1,054,803.

    13F-HR 0002085853-25-000046 filed by Ridgepath 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 9,871 shares
    Change vs previous 13F -12,945 shares

    0.46% of the 13F portfolio, value $952,058.

    13F-HR 0001667731-25-000681 filed by Ridgepath 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 22,816 shares
    Change vs previous 13F -14,824 shares

    1.02% of the 13F portfolio, value $2,208,817.

    13F-HR 0001667731-25-000099 filed by Ridgepath 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 37,640 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $3,402,656.

    13F-HR 0001943071-24-000004 filed by Ridgepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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