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Algorithmic Investment Models, LLC: XLY position timeline

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

Algorithmic Investment Models, LLC held 44,104 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,104 shares
    Change vs previous 13F +44,104 shares

    5.99% of the 13F portfolio, value $5,172,559.

    13F-HR 0001172661-26-003158 filed by Algorithmic Investment Models, 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 0 shares
    Change vs previous 13F -40,636 shares

    13F-HR 0001172661-26-001908 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 40,636 shares
    Change vs previous 13F +19,931 shares

    5.98% of the 13F portfolio, value $4,852,319.

    13F-HR 0001172661-26-000565 filed by Algorithmic Investment Models, 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 20,705 shares
    Change vs previous 13F -7,116 shares

    3.29% of the 13F portfolio, value $4,961,905.

    13F-HR 0001172661-25-004663 filed by Algorithmic Investment Models, 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 27,821 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $6,046,391.

    13F-HR 0001172661-25-002991 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

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