Skip to content
Disclosery

Transamerica Financial Advisors, LLC: XLP position timeline

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

Transamerica Financial Advisors, LLC held 10,039 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,039 shares
    Change vs previous 13F -1,471 shares

    0.07% of the 13F portfolio, value $833,971.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial 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 11,510 shares
    Change vs previous 13F -15,640 shares

    0.08% of the 13F portfolio, value $943,618.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial 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 27,150 shares
    Change vs previous 13F -270 shares

    0.18% of the 13F portfolio, value $2,109,032.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial 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 27,420 shares
    Change vs previous 13F +360 shares

    0.18% of the 13F portfolio, value $2,148,881.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial 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 27,060 shares
    Change vs previous 13F -128 shares

    0.21% of the 13F portfolio, value $2,191,002.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial 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 27,188 shares
    Change vs previous 13F +10,867 shares

    0.23% of the 13F portfolio, value $2,221,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial 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 16,321 shares
    Change vs previous 13F +306 shares

    0.13% of the 13F portfolio, value $1,283,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial 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 16,015 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,330,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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