Skip to content
Disclosery

AAFMAA Wealth Management & Trust LLC: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAFMAA Wealth Management & Trust LLC on XLY, newest first. How the timeline and the estimate are built.

AAFMAA Wealth Management & Trust LLC held 24,347 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,347 shares
    Change vs previous 13F +1,192 shares

    0.94% of the 13F portfolio, value $2,736,682.

    13F-HR 0001376474-26-000644 filed by AAFMAA Wealth Management & Trust LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,155 shares
    Change vs previous 13F +1,125 shares

    0.95% of the 13F portfolio, value $2,715,618.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 22,030 shares
    Change vs previous 13F +1,733 shares

    0.93% of the 13F portfolio, value $2,400,829.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,297 shares
    Change vs previous 13F +10,097 shares

    0.95% of the 13F portfolio, value $2,423,665.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,200 shares
    Change vs previous 13F +122 shares

    0.97% of the 13F portfolio, value $2,444,328.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,078 shares
    Change vs previous 13F +15 shares

    0.91% of the 13F portfolio, value $2,190,252.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,063 shares
    Change vs previous 13F +5,819 shares

    0.9% of the 13F portfolio, value $1,987,040.

    13F-HR 0001376474-25-000327 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,244 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $952,141.

    13F-HR 0001376474-25-000067 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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