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Disclosery

WAYSTONE ADVISORS LLC: XLP position timeline

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

WAYSTONE ADVISORS LLC held 0 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -3,107 shares

    13F-HR 0002085853-26-000758 filed by WAYSTONE ADVISORS LLC
    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 ended2026-03-31
    13F 3,107 shares
    Change vs previous 13F -188 shares

    0.23% of the 13F portfolio, value $254,734.

    13F-HR 0002085853-26-000399 filed by WAYSTONE ADVISORS 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 3,295 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $255,951.

    13F-HR 0002085853-26-000222 filed by WAYSTONE ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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