Antonelli Financial Advisors, LLC: XLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Antonelli Financial Advisors, LLC on XLY, newest first. How the timeline and the estimate are built.
Antonelli Financial Advisors, LLC held 0 XLY shares at 2025-12-31 per its 13F-HR filed 2026-01-27.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,525 shares
13F-HR 0002055364-26-000002 filed by Antonelli Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,525 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $365,467.
13F-HR 0002055364-25-000004 filed by Antonelli Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,525 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $331,443.
13F-HR 0001667731-25-000938 filed by Antonelli Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,525 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $301,140.
13F-HR 0001667731-25-000484 filed by Antonelli Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,525 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $342,149.
13F-HR 0001667731-25-000237 filed by Antonelli Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).