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AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP on XLY, newest first. How the timeline and the estimate are built.

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP held 12,330 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,330 shares
    Change vs previous 13F +372 shares

    1.14% of the 13F portfolio, value $1,444,090.

    13F-HR 0001951757-26-000970 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 11,958 shares
    Change vs previous 13F +207 shares

    0.8% of the 13F portfolio, value $1,303,900.

    13F-HR 0001951757-26-000545 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 11,751 shares
    Change vs previous 13F +5,777 shares

    0.86% of the 13F portfolio, value $1,390,731.

    13F-HR 0001951757-26-000003 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 5,974 shares
    Change vs previous 13F -15 shares

    0.84% of the 13F portfolio, value $1,440,570.

    13F-HR 0001951757-25-001171 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 5,989 shares
    Change vs previous 13F -255 shares

    0.84% of the 13F portfolio, value $1,307,159.

    13F-HR 0001951757-25-000630 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 6,244 shares
    Change vs previous 13F -82 shares

    0.9% of the 13F portfolio, value $1,220,952.

    13F-HR 0001951757-25-000290 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 6,326 shares
    Change vs previous 13F -522 shares

    1.02% of the 13F portfolio, value $1,437,773.

    13F-HR 0001951757-25-000055 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 6,848 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,346,180.

    13F-HR 0001951757-24-001024 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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