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Disclosery

Waterloo Capital, L.P.: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on XLC, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 25,581 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,581 shares
    Change vs previous 13F +6,896 shares

    0.15% of the 13F portfolio, value $2,740,541.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 18,685 shares
    Change vs previous 13F -34,109 shares

    0.15% of the 13F portfolio, value $2,071,387.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 52,794 shares
    Change vs previous 13F +390 shares

    0.45% of the 13F portfolio, value $6,214,864.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 52,404 shares
    Change vs previous 13F +420 shares

    0.46% of the 13F portfolio, value $6,203,080.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 51,984 shares
    Change vs previous 13F -8,862 shares

    0.46% of the 13F portfolio, value $5,641,846.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 60,846 shares
    Change vs previous 13F -21,871 shares

    0.55% of the 13F portfolio, value $5,868,565.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 82,717 shares
    Change vs previous 13F +3,710 shares

    0.84% of the 13F portfolio, value $8,007,839.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 79,007 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $7,142,208.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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