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Virtue Capital Management, LLC: XLP position timeline

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

Virtue Capital Management, LLC held 38,464 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,464 shares
    Change vs previous 13F +12,278 shares

    0.43% of the 13F portfolio, value $3,195,234.

    13F-HR 0001104659-26-091051 filed by Virtue Capital Management, 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 26,186 shares
    Change vs previous 13F -1,357 shares

    0.33% of the 13F portfolio, value $2,144,070.

    13F-HR 0001104659-26-056825 filed by Virtue Capital Management, 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/A 27,543 shares
    Change vs previous 13F +6,883 shares

    0.33% of the 13F portfolio, value $2,139,816.

    13F-HR/A 0001104659-26-016820 filed by Virtue Capital Management, 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/A 20,660 shares
    Change vs previous 13F -1,172 shares

    0.26% of the 13F portfolio, value $1,618,493.

    13F-HR/A 0001104659-26-016822 filed by Virtue Capital Management, 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 21,832 shares
    Change vs previous 13F -471 shares

    0.33% of the 13F portfolio, value $1,767,743.

    13F-HR 0001104659-25-077270 filed by Virtue Capital Management, 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 22,303 shares
    Change vs previous 13F +1,603 shares

    0.21% of the 13F portfolio, value $1,821,678.

    13F-HR 0001104659-25-049438 filed by Virtue Capital Management, 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 20,700 shares
    Change vs previous 13F -1,115 shares

    0.33% of the 13F portfolio, value $1,627,264.

    13F-HR 0001104659-25-017266 filed by Virtue Capital Management, 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 21,815 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,810,604.

    13F-HR 0001104659-24-120092 filed by Virtue Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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