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Disclosery

Rockingstone Advisors LLC: XLC position timeline

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

Rockingstone Advisors LLC held 8,318 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,318 shares
    Change vs previous 13F +1,125 shares

    0.36% of the 13F portfolio, value $891,107.

    13F-HR 0002027176-26-000003 filed by Rockingstone 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 ended2026-03-31
    13F 7,193 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $797,416.

    13F-HR 0002027176-26-000002 filed by Rockingstone 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 ended2025-12-31
    13F 7,193 shares
    Change vs previous 13F +498 shares

    0.39% of the 13F portfolio, value $846,760.

    13F-HR 0002027176-26-000001 filed by Rockingstone 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 ended2025-09-30
    13F 6,695 shares
    Change vs previous 13F -10 shares

    0.39% of the 13F portfolio, value $792,487.

    13F-HR 0002027176-25-000007 filed by Rockingstone Advisors 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 6,705 shares
    Change vs previous 13F -955 shares

    0.38% of the 13F portfolio, value $727,694.

    13F-HR 0002027176-25-000004 filed by Rockingstone Advisors 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 7,660 shares
    Change vs previous 13F -30 shares

    0.33% of the 13F portfolio, value $738,807.

    13F-HR 0002027176-25-000003 filed by Rockingstone Advisors 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 7,690 shares
    Change vs previous 13F -180 shares

    0.33% of the 13F portfolio, value $744,469.

    13F-HR 0002027176-25-000001 filed by Rockingstone Advisors 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 7,870 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $711,448.

    13F-HR 0002027176-24-000009 filed by Rockingstone Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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