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Disclosery

Tiller Private Wealth, Inc.: XLP position timeline

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

Tiller Private Wealth, Inc. held 0 XLP shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,853 shares

    13F-HR 0001085146-25-003916 filed by Tiller Private Wealth, Inc.
    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 2,853 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $233,000.

    13F-HR 0001085146-25-002880 filed by Tiller Private Wealth, Inc.
    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 2,853 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $224,274.

    13F-HR 0001085146-25-001259 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 2,853 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $236,799.

    13F-HR 0001085146-24-005404 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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