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Split Rock Private Trading & Wealth Management, LLC: XLP position timeline

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

Split Rock Private Trading & Wealth Management, LLC held 63,038 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,038 shares
    Change vs previous 13F +794 shares

    3.59% of the 13F portfolio, value $5,236,534.

    13F-HR 0002095884-26-000007 filed by Split Rock Private Trading & Wealth Management, 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 62,244 shares
    Change vs previous 13F +1,697 shares

    3.95% of the 13F portfolio, value $5,102,771.

    13F-HR 0002095884-26-000006 filed by Split Rock Private Trading & Wealth Management, 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 60,547 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $4,703,319.

    13F-HR 0002095884-26-000005 filed by Split Rock Private Trading & Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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