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Disclosery

Bridge Advisory, LLC: XLY position timeline

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

Bridge Advisory, LLC held 2,174 XLY shares at 2024-09-30 per its 13F-HR filed 2024-10-01.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 2,174 shares
    Change vs previous 13F +5 shares

    0.21% of the 13F portfolio, value $435,530.

    13F-HR 0001847956-24-000004 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 2,169 shares
    Change vs previous 13F +4 shares

    0.19% of the 13F portfolio, value $395,668.

    13F-HR 0001847956-24-000003 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 2,165 shares
    Change vs previous 13F +5 shares

    0.2% of the 13F portfolio, value $398,037.

    13F-HR 0001847956-24-000002 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 2,160 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $386,230.

    13F-HR 0001847956-24-000001 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 2,160 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $347,717.

    13F-HR 0001847956-23-000005 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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