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WestEnd Advisors, LLC: XLP position timeline

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

WestEnd Advisors, LLC held 26,712 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,712 shares
    Change vs previous 13F -2,801,902 shares

    0.05% of the 13F portfolio, value $2,219,016.

    13F-HR 0001398344-26-012446 filed by WestEnd Advisors, 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 2,828,614 shares
    Change vs previous 13F +69,022 shares

    5.6% of the 13F portfolio, value $231,892,079.

    13F-HR 0001398344-26-006826 filed by WestEnd 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 2,759,592 shares
    Change vs previous 13F +162,347 shares

    4.99% of the 13F portfolio, value $214,367,161.

    13F-HR 0001398344-26-001290 filed by WestEnd Advisors, 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 2,597,245 shares
    Change vs previous 13F +276,595 shares

    4.76% of the 13F portfolio, value $203,548,270.

    13F-HR 0001398344-25-019523 filed by WestEnd Advisors, 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 2,320,650 shares
    Change vs previous 13F -139,732 shares

    4.66% of the 13F portfolio, value $187,905,433.

    13F-HR 0001398344-25-013593 filed by WestEnd Advisors, 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 2,460,382 shares
    Change vs previous 13F -92,585 shares

    5.33% of the 13F portfolio, value $200,939,424.

    13F-HR 0001398344-25-007692 filed by WestEnd Advisors, 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 2,552,967 shares
    Change vs previous 13F +266,734 shares

    5.11% of the 13F portfolio, value $200,688,745.

    13F-HR 0001398344-25-001236 filed by WestEnd Advisors, 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 2,286,233 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $189,757,342.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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