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Disclosery

ARS Investment Partners, LLC: XLY position timeline

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

ARS Investment Partners, LLC held 21,284 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,284 shares
    Change vs previous 13F +272 shares

    0.11% of the 13F portfolio, value $2,496,131.

    13F-HR 0001172661-26-002531 filed by ARS Investment Partners, 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 21,012 shares
    Change vs previous 13F -2,521 shares

    0.12% of the 13F portfolio, value $2,289,869.

    13F-HR 0001172661-26-001501 filed by ARS Investment Partners, 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 23,533 shares
    Change vs previous 13F +12,518 shares

    0.16% of the 13F portfolio, value $2,810,053.

    13F-HR 0001172661-26-000498 filed by ARS Investment Partners, 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 11,015 shares
    Change vs previous 13F +1,582 shares

    0.17% of the 13F portfolio, value $2,639,633.

    13F-HR 0001172661-25-004293 filed by ARS Investment Partners, 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 9,433 shares
    Change vs previous 13F +1,178 shares

    0.15% of the 13F portfolio, value $2,050,158.

    13F-HR 0001172661-25-003015 filed by ARS Investment Partners, 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 8,255 shares
    Change vs previous 13F -155 shares

    0.17% of the 13F portfolio, value $1,852,022.

    13F-HR 0001172661-25-001802 filed by ARS Investment Partners, 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 8,410 shares
    Change vs previous 13F -649 shares

    0.17% of the 13F portfolio, value $1,886,796.

    13F-HR 0001172661-25-000230 filed by ARS Investment Partners, 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 9,059 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,815,162.

    13F-HR 0001172661-24-004268 filed by ARS Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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