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Caerus Investment Advisors, LLC: XYLD position timeline

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

Caerus Investment Advisors, LLC held 306,229 XYLD 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 306,229 shares
    Change vs previous 13F +37,542 shares

    4.21% of the 13F portfolio, value $12,491,063.

    13F-HR 0001862682-26-000003 filed by Caerus Investment 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 268,687 shares
    Change vs previous 13F -7,501 shares

    4.44% of the 13F portfolio, value $10,513,707.

    13F-HR 0001862682-26-000002 filed by Caerus Investment 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 276,188 shares
    Change vs previous 13F -43,091 shares

    3.75% of the 13F portfolio, value $11,221,508.

    13F-HR 0001862682-26-000001 filed by Caerus Investment 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 319,279 shares
    Change vs previous 13F +12 shares

    5.13% of the 13F portfolio, value $12,534,894.

    13F-HR 0001862682-25-000002 filed by Caerus Investment 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 319,267 shares
    Change vs previous 13F -41,356 shares

    11.85% of the 13F portfolio, value $12,432,257.

    13F-HR 0001085146-25-005300 filed by Caerus Investment 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 360,623 shares
    Change vs previous 13F +35,740 shares

    13.73% of the 13F portfolio, value $14,241,002.

    13F-HR 0001085146-25-002408 filed by Caerus Investment 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 324,883 shares
    Change vs previous 13F +4,849 shares

    12.79% of the 13F portfolio, value $13,612,598.

    13F-HR 0001085146-25-001372 filed by Caerus Investment 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 320,034 shares
    Change vs previous 13F not available

    12.59% of the 13F portfolio, value $13,281,411.

    13F-HR 0001085146-24-005889 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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