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Disclosery

Smart Portfolios, LLC: XLC position timeline

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

Smart Portfolios, LLC held 24,837 XLC shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 24,837 shares
    Change vs previous 13F +877 shares

    2.75% of the 13F portfolio, value $2,753,412.

    13F-HR 0001513227-26-000006 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 23,960 shares
    Change vs previous 13F -662 shares

    2.81% of the 13F portfolio, value $2,820,592.

    13F-HR 0001513227-26-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 24,622 shares
    Change vs previous 13F -576 shares

    2.81% of the 13F portfolio, value $2,914,523.

    13F-HR 0001513227-25-000007 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 25,198 shares
    Change vs previous 13F -1,117 shares

    2.76% of the 13F portfolio, value $2,734,721.

    13F-HR 0001513227-25-000004 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 26,315 shares
    Change vs previous 13F -593 shares

    2.76% of the 13F portfolio, value $2,538,059.

    13F-HR 0001513227-25-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 26,908 shares
    Change vs previous 13F -2,189 shares

    2.73% of the 13F portfolio, value $2,604,959.

    13F-HR 0001513227-25-000002 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 29,097 shares
    Change vs previous 13F -5,692 shares

    2.68% of the 13F portfolio, value $2,630,368.

    13F-HR 0001513227-24-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 34,789 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $2,980,066.

    13F-HR 0001513227-24-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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