Skip to content
Disclosery

CDM FINANCIAL COUNSELING SERVICES, INC.: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CDM FINANCIAL COUNSELING SERVICES, INC. on XLY, newest first. How the timeline and the estimate are built.

CDM FINANCIAL COUNSELING SERVICES, INC. held 20,674 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,674 shares
    Change vs previous 13F +609 shares

    1.89% of the 13F portfolio, value $2,250,098.

    13F-HR 0002085853-26-001198 filed by CDM FINANCIAL COUNSELING SERVICES, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,065 shares
    Change vs previous 13F -1,849 shares

    2.03% of the 13F portfolio, value $2,353,222.

    13F-HR 0002085853-26-000722 filed by CDM FINANCIAL COUNSELING SERVICES, 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 21,914 shares
    Change vs previous 13F +470 shares

    2.3% of the 13F portfolio, value $2,399,219.

    13F-HR 0002085853-26-000369 filed by CDM FINANCIAL COUNSELING SERVICES, 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 21,444 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $2,560,690.

    13F-HR 0002085853-26-000204 filed by CDM FINANCIAL COUNSELING SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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