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Disclosery

SMITH CHAS P & ASSOCIATES PA CPAS: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH CHAS P & ASSOCIATES PA CPAS on XLP, newest first. How the timeline and the estimate are built.

SMITH CHAS P & ASSOCIATES PA CPAS held 57,303 XLP shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,303 shares
    Change vs previous 13F -2,863 shares

    0.24% of the 13F portfolio, value $4,760,177.

    13F-HR 0001082509-26-000004 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    Accepted , ingested

  2. period ended2026-03-31
    13F 60,166 shares
    Change vs previous 13F -3,616 shares

    0.27% of the 13F portfolio, value $4,932,399.

    13F-HR 0001082509-26-000003 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 63,782 shares
    Change vs previous 13F +63,782 shares

    0.26% of the 13F portfolio, value $4,954,562.

    13F-HR 0001082509-26-000001 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 0 shares
    Change vs previous 13F -4,641 shares

    13F-HR 0001082509-25-000007 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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.

  5. period ended2025-06-30
    13F 4,641 shares
    Change vs previous 13F -28 shares

    0.02% of the 13F portfolio, value $375,782.

    13F-HR 0001082509-25-000004 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 4,669 shares
    Change vs previous 13F -104 shares

    0.02% of the 13F portfolio, value $381,317.

    13F-HR 0001082509-25-000003 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 4,773 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $375,206.

    13F-HR 0001082509-25-000001 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 4,773 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $396,159.

    13F-HR 0001082509-24-000004 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    Filed (acceptance time not in the bulk data set), ingested

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