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TWIN FOCUS CAPITAL PARTNERS, LLC: XLP position timeline

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

TWIN FOCUS CAPITAL PARTNERS, LLC held 25,029 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,029 shares
    Change vs previous 13F +10 shares

    0.21% of the 13F portfolio, value $2,079,150.

    13F-HR 0001172661-26-002872 filed by TWIN FOCUS CAPITAL PARTNERS, 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 25,019 shares
    Change vs previous 13F -3,051 shares

    0.24% of the 13F portfolio, value $2,051,052.

    13F-HR 0001172661-26-001948 filed by TWIN FOCUS CAPITAL PARTNERS, 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 28,070 shares
    Change vs previous 13F +683 shares

    0.25% of the 13F portfolio, value $2,180,504.

    13F-HR 0001172661-26-000934 filed by TWIN FOCUS CAPITAL PARTNERS, 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 27,387 shares
    Change vs previous 13F -147 shares

    0.27% of the 13F portfolio, value $2,146,397.

    13F-HR 0001172661-25-004731 filed by TWIN FOCUS CAPITAL PARTNERS, 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 27,534 shares
    Change vs previous 13F -389 shares

    0.31% of the 13F portfolio, value $2,229,465.

    13F-HR 0001172661-25-003058 filed by TWIN FOCUS CAPITAL PARTNERS, 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 27,923 shares
    Change vs previous 13F -1,884 shares

    0.35% of the 13F portfolio, value $2,280,488.

    13F-HR 0001172661-25-001761 filed by TWIN FOCUS CAPITAL PARTNERS, 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 29,807 shares
    Change vs previous 13F -2,545 shares

    0.35% of the 13F portfolio, value $2,343,142.

    13F-HR 0001172661-25-000846 filed by TWIN FOCUS CAPITAL PARTNERS, LLC
    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 32,352 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,685,201.

    13F-HR 0001172661-24-004988 filed by TWIN FOCUS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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