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Sharper & Granite LLC: XLC position timeline

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

Sharper & Granite LLC held 60,328 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,328 shares
    Change vs previous 13F -700 shares

    2% of the 13F portfolio, value $6,462,939.

    13F-HR 0001959415-26-000003 filed by Sharper & Granite 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 61,028 shares
    Change vs previous 13F +805 shares

    2.31% of the 13F portfolio, value $6,765,564.

    13F-HR 0001959415-26-000002 filed by Sharper & Granite 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 60,223 shares
    Change vs previous 13F +225 shares

    2.5% of the 13F portfolio, value $7,089,452.

    13F-HR 0001959415-26-000001 filed by Sharper & Granite 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 59,998 shares
    Change vs previous 13F -2,015 shares

    2.54% of the 13F portfolio, value $7,101,963.

    13F-HR 0001959415-25-000002 filed by Sharper & Granite 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 62,013 shares
    Change vs previous 13F +4,825 shares

    2.53% of the 13F portfolio, value $6,663,297.

    13F-HR 0001085146-25-004342 filed by Sharper & Granite 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 57,188 shares
    Change vs previous 13F -2,125 shares

    2.28% of the 13F portfolio, value $5,515,788.

    13F-HR 0001085146-25-002446 filed by Sharper & Granite 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 59,313 shares
    Change vs previous 13F +6,588 shares

    2.53% of the 13F portfolio, value $5,742,092.

    13F-HR 0001085146-25-000169 filed by Sharper & Granite 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 52,725 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $4,766,340.

    13F-HR 0001085146-24-005250 filed by Sharper & Granite LLC
    Filed (acceptance time not in the bulk data set), ingested

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