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Bedell Frazier Investment Counselling, LLC: XLY position timeline

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

Bedell Frazier Investment Counselling, LLC held 4,024 XLY shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,024 shares
    Change vs previous 13F -497 shares

    0.09% of the 13F portfolio, value $438,536.

    13F-HR 0001172661-26-002262 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 4,521 shares
    Change vs previous 13F +3,241 shares

    0.1% of the 13F portfolio, value $539,853.

    13F-HR 0001172661-26-000843 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,280 shares
    Change vs previous 13F +322 shares

    0.06% of the 13F portfolio, value $306,740.

    13F-HR 0001172661-25-004709 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 958 shares
    Change vs previous 13F +958 shares

    0.05% of the 13F portfolio, value $208,203.

    13F-HR 0001172661-25-003018 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -986 shares

    13F-HR 0001172661-25-001863 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 986 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $221,210.

    13F-HR 0001172661-25-000693 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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