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Disclosery

Bray Capital Advisors: XLY position timeline

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

Bray Capital Advisors held 9,610 XLY shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 9,610 shares
    Change vs previous 13F -195 shares

    0.58% of the 13F portfolio, value $2,155,972.

    13F-HR 0001580642-25-000663 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 9,805 shares
    Change vs previous 13F -500 shares

    0.48% of the 13F portfolio, value $1,964,588.

    13F-HR 0001580642-24-006545 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 10,305 shares
    Change vs previous 13F -151 shares

    0.47% of the 13F portfolio, value $1,879,585.

    13F-HR 0001580642-24-004036 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 10,456 shares
    Change vs previous 13F -722 shares

    0.49% of the 13F portfolio, value $1,922,694.

    13F-HR 0001580642-24-002387 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 11,178 shares
    Change vs previous 13F -25 shares

    0.55% of the 13F portfolio, value $1,998,652.

    13F-HR 0001580642-24-000585 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 11,203 shares
    Change vs previous 13F -130 shares

    0.55% of the 13F portfolio, value $1,803,523.

    13F-HR 0001580642-23-005759 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 11,333 shares
    Change vs previous 13F -4,510 shares

    0.58% of the 13F portfolio, value $1,924,504.

    13F-HR 0001580642-23-003829 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 15,843 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,369,193.

    13F-HR 0001580642-23-002305 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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