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Disclosery

SPINNAKER TRUST: XLP position timeline

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

SPINNAKER TRUST held 55,633 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,633 shares
    Change vs previous 13F -37,421 shares

    0.22% of the 13F portfolio, value $4,621,433.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 93,054 shares
    Change vs previous 13F -339 shares

    0.42% of the 13F portfolio, value $7,628,530.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    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 93,393 shares
    Change vs previous 13F -321 shares

    0.39% of the 13F portfolio, value $7,254,751.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    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 93,714 shares
    Change vs previous 13F -57 shares

    0.41% of the 13F portfolio, value $7,344,385.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    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 93,771 shares
    Change vs previous 13F -1,569 shares

    0.46% of the 13F portfolio, value $7,592,644.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    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 95,340 shares
    Change vs previous 13F -10,196 shares

    0.51% of the 13F portfolio, value $7,786,415.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    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 105,536 shares
    Change vs previous 13F +246 shares

    0.52% of the 13F portfolio, value $8,296,211.

    13F-HR 0001158970-25-000001 filed by SPINNAKER TRUST
    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 105,290 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $8,739,070.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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