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Sharper & Granite LLC: XLP position timeline

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

Sharper & Granite LLC held 90,334 XLP 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 90,334 shares
    Change vs previous 13F -15,276 shares

    2.33% of the 13F portfolio, value $7,504,046.

    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 105,610 shares
    Change vs previous 13F -3,096 shares

    2.96% of the 13F portfolio, value $8,657,907.

    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 108,706 shares
    Change vs previous 13F -3,865 shares

    2.97% of the 13F portfolio, value $8,444,282.

    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 112,571 shares
    Change vs previous 13F -23,027 shares

    3.16% of the 13F portfolio, value $8,822,189.

    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 135,598 shares
    Change vs previous 13F -566 shares

    4.24% of the 13F portfolio, value $11,148,867.

    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 136,164 shares
    Change vs previous 13F +1,940 shares

    4.59% of the 13F portfolio, value $11,120,517.

    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 134,224 shares
    Change vs previous 13F +4,760 shares

    4.65% of the 13F portfolio, value $10,551,351.

    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 129,464 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $10,745,512.

    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).