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Trilogy Capital Inc.: XLP position timeline

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

Trilogy Capital Inc. held 240,444 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,444 shares
    Change vs previous 13F -29,538 shares

    0.78% of the 13F portfolio, value $19,973,688.

    13F-HR 0001722512-26-000004 filed by Trilogy Capital Inc.
    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 269,982 shares
    Change vs previous 13F +106,328 shares

    0.99% of the 13F portfolio, value $22,133,151.

    13F-HR 0001722512-26-000003 filed by Trilogy Capital Inc.
    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 163,654 shares
    Change vs previous 13F +36,013 shares

    0.57% of the 13F portfolio, value $12,712,620.

    13F-HR 0001722512-26-000001 filed by Trilogy Capital Inc.
    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 127,641 shares
    Change vs previous 13F +2,435 shares

    0.46% of the 13F portfolio, value $10,003,263.

    13F-HR 0001722512-25-000007 filed by Trilogy Capital Inc.
    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 125,206 shares
    Change vs previous 13F +67,673 shares

    0.49% of the 13F portfolio, value $10,137,939.

    13F-HR 0001722512-25-000006 filed by Trilogy Capital Inc.
    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 57,533 shares
    Change vs previous 13F -11,758 shares

    0.25% of the 13F portfolio, value $4,698,726.

    13F-HR 0001722512-25-000004 filed by Trilogy Capital Inc.
    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 69,291 shares
    Change vs previous 13F +7,370 shares

    0.28% of the 13F portfolio, value $5,447,001.

    13F-HR 0001722512-25-000002 filed by Trilogy Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 61,921 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,139,443.

    13F-HR 0001722512-24-000007 filed by Trilogy Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

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