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WP Advisors, LLC: XLP position timeline

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

WP Advisors, LLC held 32,038 XLP 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 32,038 shares
    Change vs previous 13F -1,669 shares

    0.64% of the 13F portfolio, value $2,661,426.

    13F-HR 0001172661-26-002906 filed by WP 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 33,707 shares
    Change vs previous 13F +1,402 shares

    0.71% of the 13F portfolio, value $2,763,339.

    13F-HR 0001172661-26-001595 filed by WP 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 32,305 shares
    Change vs previous 13F +177 shares

    0.62% of the 13F portfolio, value $2,509,450.

    13F-HR 0001172661-26-000361 filed by WP 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 32,128 shares
    Change vs previous 13F +219 shares

    0.64% of the 13F portfolio, value $2,517,838.

    13F-HR 0001172661-25-004384 filed by WP 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 31,909 shares
    Change vs previous 13F +757 shares

    0.71% of the 13F portfolio, value $2,583,666.

    13F-HR 0001172661-25-002966 filed by WP 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 31,152 shares
    Change vs previous 13F +146 shares

    0.85% of the 13F portfolio, value $2,544,149.

    13F-HR 0001172661-25-001703 filed by WP 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 31,006 shares
    Change vs previous 13F +189 shares

    0.81% of the 13F portfolio, value $2,437,416.

    13F-HR 0001172661-25-000469 filed by WP 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 30,817 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,557,793.

    13F-HR 0001172661-24-004505 filed by WP Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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