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Disclosery

CV Advisors LLC: XLY position timeline

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

CV Advisors LLC held 26,000 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,000 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $2,829,840.

    13F-HR 0002085853-26-001144 filed by CV Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,000 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $3,049,280.

    13F-HR 0002085853-26-000784 filed by CV 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 ended2026-03-31
    13F 26,000 shares
    Change vs previous 13F -32 shares

    0.77% of the 13F portfolio, value $2,833,480.

    13F-HR 0002085853-26-000544 filed by CV 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 ended2025-12-31
    13F 26,032 shares
    Change vs previous 13F +13,032 shares

    0.79% of the 13F portfolio, value $3,108,481.

    13F-HR 0002085853-26-000052 filed by CV 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 ended2025-09-30
    13F 13,000 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,115,320.

    13F-HR 0002085853-25-000124 filed by CV Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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