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Disclosery

STRAIGHTLINE GROUP LLC: XLP position timeline

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

STRAIGHTLINE GROUP LLC held 25,192 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,192 shares
    Change vs previous 13F -1,208 shares

    0.99% of the 13F portfolio, value $2,092,700.

    13F-HR 0001444864-26-000004 filed by STRAIGHTLINE GROUP 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 26,400 shares
    Change vs previous 13F +1,488 shares

    1.08% of the 13F portfolio, value $2,164,274.

    13F-HR 0001444864-26-000002 filed by STRAIGHTLINE GROUP 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 24,912 shares
    Change vs previous 13F +3,625 shares

    1.13% of the 13F portfolio, value $2,065,455.

    13F-HR 0001444864-26-000001 filed by STRAIGHTLINE GROUP 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 21,287 shares
    Change vs previous 13F +634 shares

    0.97% of the 13F portfolio, value $1,689,124.

    13F-HR 0001444864-25-000008 filed by STRAIGHTLINE GROUP 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 20,653 shares
    Change vs previous 13F +744 shares

    1.04% of the 13F portfolio, value $1,672,273.

    13F-HR 0001444864-25-000006 filed by STRAIGHTLINE GROUP 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 19,909 shares
    Change vs previous 13F +2,273 shares

    1.03% of the 13F portfolio, value $1,598,250.

    13F-HR 0001444864-25-000004 filed by STRAIGHTLINE GROUP 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 17,636 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,386,366.

    13F-HR 0001444864-25-000002 filed by STRAIGHTLINE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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