Skip to content
Disclosery

Tepp RIA, LLC: XLP position timeline

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

Tepp RIA, LLC held 0 XLP shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,911 shares

    13F-HR 0001667731-25-000807 filed by Tepp RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 3,911 shares
    Change vs previous 13F -20,261 shares

    0.43% of the 13F portfolio, value $319,438.

    13F-HR 0001667731-25-000505 filed by Tepp RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 24,172 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $1,900,191.

    13F-HR 0001667731-25-000241 filed by Tepp RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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