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Clearstead Advisors, LLC: XLY position timeline

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

Clearstead Advisors, LLC held 13,731 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,731 shares
    Change vs previous 13F +6,619 shares

    0.02% of the 13F portfolio, value $1,610,373.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 7,112 shares
    Change vs previous 13F +2,012 shares

    0.01% of the 13F portfolio, value $775,066.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 5,100 shares
    Change vs previous 13F +2,515 shares

    0.01% of the 13F portfolio, value $608,991.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 2,585 shares
    Change vs previous 13F +40 shares

    0.01% of the 13F portfolio, value $619,470.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 2,545 shares
    Change vs previous 13F +1,701 shares

    0.01% of the 13F portfolio, value $553,105.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 844 shares
    Change vs previous 13F -1,474 shares

    <0.01% of the 13F portfolio, value $166,657.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 2,318 shares
    Change vs previous 13F +1,375 shares

    0.01% of the 13F portfolio, value $520,145.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 943 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $188,949.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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