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Certified Advisory Corp: XLY position timeline

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

Certified Advisory Corp held 21,692 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,692 shares
    Change vs previous 13F -2,262 shares

    0.21% of the 13F portfolio, value $2,543,981.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 23,954 shares
    Change vs previous 13F +940 shares

    0.23% of the 13F portfolio, value $2,610,461.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 23,014 shares
    Change vs previous 13F +11,547 shares

    0.25% of the 13F portfolio, value $2,748,088.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 11,467 shares
    Change vs previous 13F +3,175 shares

    0.26% of the 13F portfolio, value $2,747,895.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 8,292 shares
    Change vs previous 13F -66 shares

    0.19% of the 13F portfolio, value $1,802,042.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 8,358 shares
    Change vs previous 13F +148 shares

    0.19% of the 13F portfolio, value $1,650,284.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 8,210 shares
    Change vs previous 13F +122 shares

    0.2% of the 13F portfolio, value $1,842,020.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 8,088 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,620,588.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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