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Disclosery

Rockport Wealth LLC: XLP position timeline

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

Rockport Wealth LLC held 250,746 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 250,746 shares
    Change vs previous 13F +123,158 shares

    3.5% of the 13F portfolio, value $20,829,447.

    13F-HR 0002085853-26-000878 filed by Rockport Wealth 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 127,588 shares
    Change vs previous 13F +124,791 shares

    1.9% of the 13F portfolio, value $10,457,369.

    13F-HR 0002085853-26-000565 filed by Rockport Wealth 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 2,797 shares
    Change vs previous 13F -430,739 shares

    0.04% of the 13F portfolio, value $217,272.

    13F-HR 0002085853-26-000209 filed by Rockport Wealth 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 433,536 shares
    Change vs previous 13F +22,935 shares

    6.92% of the 13F portfolio, value $33,976,224.

    13F-HR 0002085853-25-000204 filed by Rockport Wealth 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 410,601 shares
    Change vs previous 13F -25,088 shares

    7.7% of the 13F portfolio, value $33,246,342.

    13F-HR 0001667731-25-001115 filed by Rockport Wealth 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 435,689 shares
    Change vs previous 13F +31,906 shares

    12.56% of the 13F portfolio, value $35,582,753.

    13F-HR 0002022866-25-000002 filed by Rockport Wealth 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 403,783 shares
    Change vs previous 13F +369,089 shares

    14.14% of the 13F portfolio, value $31,806,578.

    13F-HR 0002022866-25-000001 filed by Rockport Wealth 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 34,694 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,879,616.

    13F-HR 0002022866-24-000005 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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