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Disclosery

AlphaStar Capital Management, LLC: XLY position timeline

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

AlphaStar Capital Management, LLC held 1,730 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,730 shares
    Change vs previous 13F -119,783 shares

    0.01% of the 13F portfolio, value $202,933.

    13F-HR 0001633857-26-000004 filed by AlphaStar Capital 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 121,513 shares
    Change vs previous 13F +118,937 shares

    0.98% of the 13F portfolio, value $13,242,461.

    13F-HR 0001633857-26-000003 filed by AlphaStar Capital 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 2,576 shares
    Change vs previous 13F +1,456 shares

    0.02% of the 13F portfolio, value $307,553.

    13F-HR 0001633857-26-000001 filed by AlphaStar Capital 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 1,120 shares
    Change vs previous 13F -63,538 shares

    0.02% of the 13F portfolio, value $268,509.

    13F-HR 0001633857-25-000010 filed by AlphaStar Capital 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 64,658 shares
    Change vs previous 13F -48,183 shares

    0.99% of the 13F portfolio, value $14,052,116.

    13F-HR 0001633857-25-000008 filed by AlphaStar Capital 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 112,841 shares
    Change vs previous 13F +9,890 shares

    2.24% of the 13F portfolio, value $22,281,578.

    13F-HR 0001633857-25-000006 filed by AlphaStar Capital 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 102,951 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $23,097,099.

    13F-HR 0001633857-25-000002 filed by AlphaStar Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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