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Disclosery

Astra Wealth Partners LLC: XLY position timeline

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

Astra Wealth Partners LLC held 4,653 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,653 shares
    Change vs previous 13F +89 shares

    0.3% of the 13F portfolio, value $545,654.

    13F-HR 0002054825-26-000003 filed by Astra Wealth 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 4,564 shares
    Change vs previous 13F +148 shares

    0.31% of the 13F portfolio, value $497,338.

    13F-HR 0002054825-26-000002 filed by Astra Wealth 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 4,416 shares
    Change vs previous 13F +2,197 shares

    0.32% of the 13F portfolio, value $527,264.

    13F-HR 0002054825-26-000001 filed by Astra Wealth 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/A 2,219 shares
    Change vs previous 13F +25 shares

    0.37% of the 13F portfolio, value $531,659.

    13F-HR/A 0002054825-25-000009 filed by Astra Wealth 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 2,194 shares
    Change vs previous 13F +436 shares

    0.38% of the 13F portfolio, value $476,729.

    13F-HR 0002054825-25-000004 filed by Astra Wealth 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 1,758 shares
    Change vs previous 13F +2 shares

    0.33% of the 13F portfolio, value $347,050.

    13F-HR 0002054825-25-000003 filed by Astra Wealth 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 1,756 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $393,863.

    13F-HR 0002054825-25-000002 filed by Astra Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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