Skip to content
Disclosery

Capitol Family Office, Inc.: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capitol Family Office, Inc. on XLY, newest first. How the timeline and the estimate are built.

Capitol Family Office, Inc. held 331 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 331 shares
    Change vs previous 13F -13,118 shares

    0.04% of the 13F portfolio, value $36,026.

    13F-HR 0001863768-26-000007 filed by Capitol Family Office, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,449 shares
    Change vs previous 13F +1,642 shares

    1.67% of the 13F portfolio, value $1,577,338.

    13F-HR 0001863768-26-000005 filed by Capitol Family Office, Inc.
    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 11,807 shares
    Change vs previous 13F 0 shares

    1.66% of the 13F portfolio, value $1,409,818.

    13F-HR 0001863768-26-000004 filed by Capitol Family Office, Inc.
    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 11,807 shares
    Change vs previous 13F +6,271 shares

    1.66% of the 13F portfolio, value $1,409,818.

    13F-HR 0001863768-26-000001 filed by Capitol Family Office, Inc.
    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 5,536 shares
    Change vs previous 13F +105 shares

    1.61% of the 13F portfolio, value $1,326,572.

    13F-HR 0001863768-25-000007 filed by Capitol Family Office, Inc.
    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 5,431 shares
    Change vs previous 13F +37 shares

    1.54% of the 13F portfolio, value $1,180,366.

    13F-HR 0001863768-25-000006 filed by Capitol Family Office, Inc.
    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/A 5,394 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $1,065,036.

    13F-HR/A 0001863768-25-000003 filed by Capitol Family Office, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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