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Disclosery

Crews Bank & Trust: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crews Bank & Trust on XLY, newest first. How the timeline and the estimate are built.

Crews Bank & Trust held 20,074 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 20,074 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $2,354,279.

    13F-HR 0001140361-26-028650 filed by Crews Bank & Trust
    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 20,074 shares
    Change vs previous 13F -294 shares

    0.32% of the 13F portfolio, value $2,187,665.

    13F-HR 0001140361-26-020988 filed by Crews Bank & Trust
    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 20,368 shares
    Change vs previous 13F +10,112 shares

    0.35% of the 13F portfolio, value $2,432,143.

    13F-HR 0001140361-26-001755 filed by Crews Bank & Trust
    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 10,256 shares
    Change vs previous 13F +104 shares

    0.36% of the 13F portfolio, value $2,457,748.

    13F-HR 0001140361-25-038924 filed by Crews Bank & Trust
    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 10,152 shares
    Change vs previous 13F +179 shares

    0.35% of the 13F portfolio, value $2,206,334.

    13F-HR 0001140361-25-026524 filed by Crews Bank & Trust
    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 9,973 shares
    Change vs previous 13F -30 shares

    0.34% of the 13F portfolio, value $1,969,269.

    13F-HR 0001140361-25-014875 filed by Crews Bank & Trust
    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 10,003 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,244,173.

    13F-HR 0001140361-25-001717 filed by Crews Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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