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Bellwether Advisors, LLC: XLY position timeline

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

Bellwether Advisors, LLC held 191,679 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 191,679 shares
    Change vs previous 13F +814 shares

    3.33% of the 13F portfolio, value $22,480,113.

    13F-HR 0001819815-26-000003 filed by Bellwether Advisors, 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 190,865 shares
    Change vs previous 13F -253,607 shares

    3.52% of the 13F portfolio, value $20,800,468.

    13F-HR 0001819815-26-000002 filed by Bellwether Advisors, 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 444,472 shares
    Change vs previous 13F +251,266 shares

    8.47% of the 13F portfolio, value $53,074,402.

    13F-HR 0001819815-26-000001 filed by Bellwether Advisors, 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 193,206 shares
    Change vs previous 13F -89,705 shares

    7.65% of the 13F portfolio, value $46,299,886.

    13F-HR 0001819815-25-000006 filed by Bellwether Advisors, 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 282,911 shares
    Change vs previous 13F +202,121 shares

    10.5% of the 13F portfolio, value $61,485,048.

    13F-HR 0001819815-25-000003 filed by Bellwether Advisors, 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 80,790 shares
    Change vs previous 13F -30,704 shares

    3.33% of the 13F portfolio, value $15,952,781.

    13F-HR 0001946654-25-000004 filed by Bellwether Advisors, 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 111,494 shares
    Change vs previous 13F -10,762 shares

    4.47% of the 13F portfolio, value $25,013,664.

    13F-HR 0001819815-25-000001 filed by Bellwether Advisors, 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 122,256 shares
    Change vs previous 13F not available

    4.71% of the 13F portfolio, value $24,496,422.

    13F-HR 0001085146-24-005470 filed by Bellwether Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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