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Disclosery

Targeted Financial Services LLC: XLP position timeline

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

Targeted Financial Services LLC held 29,523 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 29,523 shares
    Change vs previous 13F +2,699 shares

    1.81% of the 13F portfolio, value $2,452,513.

    13F-HR 0002085853-26-000753 filed by Targeted Financial Services 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 26,824 shares
    Change vs previous 13F +1,573 shares

    1.8% of the 13F portfolio, value $2,199,012.

    13F-HR 0002085853-26-000378 filed by Targeted Financial Services 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 25,251 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $1,961,483.

    13F-HR 0002085853-26-000293 filed by Targeted Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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