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Agate Pass Investment Management, LLC: XLY position timeline

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

Agate Pass Investment Management, LLC held 10,547 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,547 shares
    Change vs previous 13F -60 shares

    0.46% of the 13F portfolio, value $1,236,952.

    13F-HR 0001900409-26-000003 filed by Agate Pass Investment Management, 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 10,607 shares
    Change vs previous 13F -1,251 shares

    0.45% of the 13F portfolio, value $1,155,951.

    13F-HR 0001900409-26-000002 filed by Agate Pass Investment Management, 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 11,858 shares
    Change vs previous 13F +4,011 shares

    0.53% of the 13F portfolio, value $1,415,964.

    13F-HR 0001900409-26-000001 filed by Agate Pass Investment Management, 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 7,847 shares
    Change vs previous 13F -454 shares

    0.72% of the 13F portfolio, value $1,880,455.

    13F-HR 0001900409-25-000008 filed by Agate Pass Investment Management, 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 8,301 shares
    Change vs previous 13F -2,689 shares

    0.74% of the 13F portfolio, value $1,804,056.

    13F-HR 0001900409-25-000004 filed by Agate Pass Investment Management, 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 10,990 shares
    Change vs previous 13F +3,162 shares

    0.93% of the 13F portfolio, value $2,170,085.

    13F-HR 0001900409-25-000003 filed by Agate Pass Investment Management, 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 7,828 shares
    Change vs previous 13F +5,009 shares

    0.79% of the 13F portfolio, value $1,756,212.

    13F-HR 0001900409-25-000001 filed by Agate Pass Investment Management, 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 2,819 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $564,843.

    13F-HR 0001900409-24-000006 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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