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Donald L. Hagan, LLC: XLY position timeline

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

Donald L. Hagan, LLC held 9,691 XLY shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 9,691 shares
    Change vs previous 13F -1,026 shares

    1.14% of the 13F portfolio, value $2,322,351.

    13F-HR 0002085853-25-000097 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 10,717 shares
    Change vs previous 13F +3,265 shares

    1.16% of the 13F portfolio, value $2,329,126.

    13F-HR 0001667731-25-000868 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 7,452 shares
    Change vs previous 13F -1,766 shares

    0.77% of the 13F portfolio, value $1,471,472.

    13F-HR 0001667731-25-000442 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 9,218 shares
    Change vs previous 13F -3,744 shares

    1.07% of the 13F portfolio, value $2,068,058.

    13F-HR 0001667731-25-000098 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 12,962 shares
    Change vs previous 13F +749 shares

    1.33% of the 13F portfolio, value $2,597,196.

    13F-HR 0001638049-24-000005 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 12,213 shares
    Change vs previous 13F +845 shares

    1.18% of the 13F portfolio, value $2,227,651.

    13F-HR 0001638049-24-000004 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 11,368 shares
    Change vs previous 13F -442 shares

    1.11% of the 13F portfolio, value $2,090,462.

    13F-HR 0001638049-24-000003 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 11,810 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,111,746.

    13F-HR 0001638049-24-000001 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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