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Biltmore Wealth Management, LLC: XLY position timeline

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

Biltmore Wealth Management, LLC held 206,389 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 206,389 shares
    Change vs previous 13F +6,724 shares

    6.96% of the 13F portfolio, value $22,463,331.

    13F-HR 0001085146-26-000865 filed by Biltmore Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 199,665 shares
    Change vs previous 13F +5,607 shares

    7.31% of the 13F portfolio, value $23,416,767.

    13F-HR 0001598102-26-000003 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 194,058 shares
    Change vs previous 13F -4,731 shares

    7.52% of the 13F portfolio, value $21,148,484.

    13F-HR 0001598102-26-000002 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 198,789 shares
    Change vs previous 13F +96,234 shares

    8.96% of the 13F portfolio, value $23,737,410.

    13F-HR 0001598102-26-000001 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 102,555 shares
    Change vs previous 13F +343 shares

    9.38% of the 13F portfolio, value $24,576,313.

    13F-HR 0001598102-25-000002 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 102,212 shares
    Change vs previous 13F -1,312 shares

    8.99% of the 13F portfolio, value $22,213,841.

    13F-HR 0001085146-25-003687 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 103,524 shares
    Change vs previous 13F -2,142 shares

    8.62% of the 13F portfolio, value $20,441,808.

    13F-HR 0001085146-25-002130 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 105,666 shares
    Change vs previous 13F not available

    9.87% of the 13F portfolio, value $23,706,159.

    13F-HR 0001085146-25-000166 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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