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Campion Asset Management: XLY position timeline

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

Campion Asset Management held 4,837 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,837 shares
    Change vs previous 13F +270 shares

    0.35% of the 13F portfolio, value $567,283.

    13F-HR 0001172661-26-002889 filed by Campion Asset Management
    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 4,567 shares
    Change vs previous 13F -7 shares

    0.34% of the 13F portfolio, value $497,712.

    13F-HR 0001172661-26-001859 filed by Campion Asset Management
    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 4,574 shares
    Change vs previous 13F +2,287 shares

    0.38% of the 13F portfolio, value $546,181.

    13F-HR 0001172661-26-000945 filed by Campion Asset Management
    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 2,287 shares
    Change vs previous 13F +42 shares

    0.39% of the 13F portfolio, value $548,057.

    13F-HR 0001172661-25-004972 filed by Campion Asset Management
    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 2,245 shares
    Change vs previous 13F -1 shares

    0.37% of the 13F portfolio, value $487,906.

    13F-HR 0001172661-25-002641 filed by Campion Asset Management
    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 2,246 shares
    Change vs previous 13F +727 shares

    0.34% of the 13F portfolio, value $443,495.

    13F-HR 0001172661-25-001708 filed by Campion Asset Management
    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 1,519 shares
    Change vs previous 13F +10 shares

    0.26% of the 13F portfolio, value $340,788.

    13F-HR 0001172661-25-000770 filed by Campion Asset Management
    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 1,509 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $302,358.

    13F-HR 0001172661-24-004625 filed by Campion Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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