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Disclosery

Advisory Alpha, LLC: XLY position timeline

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

Advisory Alpha, LLC held 406,747 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 406,747 shares
    Change vs previous 13F +6,192 shares

    1.17% of the 13F portfolio, value $47,704,549.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 400,555 shares
    Change vs previous 13F +8,937 shares

    1.19% of the 13F portfolio, value $43,653,715.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 391,618 shares
    Change vs previous 13F +249,935 shares

    1.27% of the 13F portfolio, value $46,764,073.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 141,683 shares
    Change vs previous 13F -60,019 shares

    0.95% of the 13F portfolio, value $33,921,439.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 201,702 shares
    Change vs previous 13F +1,104 shares

    1.36% of the 13F portfolio, value $43,835,948.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 200,598 shares
    Change vs previous 13F +23,035 shares

    1.35% of the 13F portfolio, value $39,610,151.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 177,563 shares
    Change vs previous 13F -4,646 shares

    1.42% of the 13F portfolio, value $39,836,304.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 182,209 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $36,509,314.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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