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Advisory Resource Group: XLY position timeline

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

Advisory Resource Group held 22,178 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,178 shares
    Change vs previous 13F +4,958 shares

    0.39% of the 13F portfolio, value $2,601,036.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 17,220 shares
    Change vs previous 13F -4,330 shares

    0.32% of the 13F portfolio, value $1,876,636.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 21,550 shares
    Change vs previous 13F +13,039 shares

    0.45% of the 13F portfolio, value $2,573,286.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 8,511 shares
    Change vs previous 13F +154 shares

    0.37% of the 13F portfolio, value $2,039,576.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 8,357 shares
    Change vs previous 13F +2,395 shares

    0.35% of the 13F portfolio, value $1,816,227.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 5,962 shares
    Change vs previous 13F +507 shares

    0.24% of the 13F portfolio, value $1,177,257.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 5,455 shares
    Change vs previous 13F -655 shares

    0.26% of the 13F portfolio, value $1,223,829.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 6,110 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,224,261.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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