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Crew Capital Management, Ltd: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crew Capital Management, Ltd on XLY, newest first. How the timeline and the estimate are built.

Crew Capital Management, Ltd held 24,194 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,194 shares
    Change vs previous 13F +422 shares

    1.55% of the 13F portfolio, value $2,837,449.

    13F-HR 0001835669-26-000005 filed by Crew Capital Management, Ltd
    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 23,772 shares
    Change vs previous 13F -939 shares

    1.72% of the 13F portfolio, value $2,590,677.

    13F-HR 0001835669-26-000004 filed by Crew Capital Management, Ltd
    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 24,711 shares
    Change vs previous 13F +12,648 shares

    1.86% of the 13F portfolio, value $2,950,752.

    13F-HR 0001835669-26-000002 filed by Crew Capital Management, Ltd
    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 12,063 shares
    Change vs previous 13F +316 shares

    1.93% of the 13F portfolio, value $2,890,841.

    13F-HR 0001835669-25-000010 filed by Crew Capital Management, Ltd
    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 11,747 shares
    Change vs previous 13F +6,587 shares

    1.83% of the 13F portfolio, value $2,552,951.

    13F-HR 0001835669-25-000004 filed by Crew Capital Management, Ltd
    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 5,160 shares
    Change vs previous 13F +82 shares

    0.83% of the 13F portfolio, value $1,018,824.

    13F-HR 0001835669-25-000003 filed by Crew Capital Management, Ltd
    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 5,078 shares
    Change vs previous 13F -645 shares

    0.94% of the 13F portfolio, value $1,139,351.

    13F-HR 0001835669-25-000001 filed by Crew Capital Management, Ltd
    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 5,723 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,146,746.

    13F-HR 0001835669-24-000007 filed by Crew Capital Management, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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