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Disclosery

Dorsey & Whitney Trust CO LLC: XLY position timeline

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

Dorsey & Whitney Trust CO LLC held 21,481 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,481 shares
    Change vs previous 13F -5,135 shares

    0.12% of the 13F portfolio, value $2,519,292.

    13F-HR 0001062993-26-004398 filed by Dorsey & Whitney Trust CO LLC
    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 26,616 shares
    Change vs previous 13F -4,346 shares

    0.16% of the 13F portfolio, value $2,900,612.

    13F-HR 0001062993-26-002606 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 30,962 shares
    Change vs previous 13F +15,481 shares

    0.2% of the 13F portfolio, value $3,697,172.

    13F-HR 0001062993-26-000798 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 15,481 shares
    Change vs previous 13F +659 shares

    0.2% of the 13F portfolio, value $3,709,867.

    13F-HR 0001062993-25-016736 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 14,822 shares
    Change vs previous 13F -1,357 shares

    0.17% of the 13F portfolio, value $3,221,265.

    13F-HR 0001062993-25-014027 filed by Dorsey & Whitney Trust CO LLC
    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 16,179 shares
    Change vs previous 13F +2,905 shares

    0.18% of the 13F portfolio, value $3,194,705.

    13F-HR 0001062993-25-009319 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,274 shares
    Change vs previous 13F +4,021 shares

    0.16% of the 13F portfolio, value $2,978,022.

    13F-HR 0001062993-25-001820 filed by Dorsey & Whitney Trust CO LLC
    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 9,253 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,854,024.

    13F-HR 0001062993-24-018838 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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