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Disclosery

AlphaStar Capital Management, LLC: XYLD position timeline

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

AlphaStar Capital Management, LLC held 16,825 XYLD 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 16,825 shares
    Change vs previous 13F -27,963 shares

    0.04% of the 13F portfolio, value $686,286.

    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 44,788 shares
    Change vs previous 13F +7,650 shares

    0.13% of the 13F portfolio, value $1,752,566.

    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 37,138 shares
    Change vs previous 13F -7,086 shares

    0.11% of the 13F portfolio, value $1,508,906.

    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 44,224 shares
    Change vs previous 13F +13,134 shares

    0.15% of the 13F portfolio, value $1,736,239.

    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 31,090 shares
    Change vs previous 13F +9,810 shares

    0.09% of the 13F portfolio, value $1,210,654.

    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 21,280 shares
    Change vs previous 13F +3,060 shares

    0.08% of the 13F portfolio, value $840,351.

    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 18,220 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $763,418.

    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).