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CONGRESS ASSET MANAGEMENT CO: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONGRESS ASSET MANAGEMENT CO on XLY, newest first. How the timeline and the estimate are built.

CONGRESS ASSET MANAGEMENT CO held 50,880 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 50,880 shares
    Change vs previous 13F +50,880 shares

    0.04% of the 13F portfolio, value $5,537,779.

    13F-HR 0000897378-26-000015 filed by CONGRESS ASSET MANAGEMENT CO
    Accepted , ingested

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,776 shares

    13F-HR 0000897378-26-000005 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 1,776 shares
    Change vs previous 13F +888 shares

    <0.01% of the 13F portfolio, value $212,072.

    13F-HR 0000897378-26-000002 filed by CONGRESS ASSET MANAGEMENT CO
    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 888 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $212,800.

    13F-HR 0000897378-25-000016 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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