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Disclosery

Rockingstone Advisors LLC: XLP position timeline

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

Rockingstone Advisors LLC held 5,886 XLP 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 5,886 shares
    Change vs previous 13F +700 shares

    0.2% of the 13F portfolio, value $488,937.

    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 5,186 shares
    Change vs previous 13F -15 shares

    0.2% of the 13F portfolio, value $425,136.

    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 5,201 shares
    Change vs previous 13F +5 shares

    0.18% of the 13F portfolio, value $404,002.

    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 5,196 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $407,199.

    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 5,196 shares
    Change vs previous 13F -325 shares

    0.22% of the 13F portfolio, value $420,708.

    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 5,521 shares
    Change vs previous 13F -125 shares

    0.2% of the 13F portfolio, value $450,888.

    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 5,646 shares
    Change vs previous 13F -1,815 shares

    0.2% of the 13F portfolio, value $443,820.

    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 7,461 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $619,250.

    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).