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DSG Capital Advisors, LLC: XLY position timeline

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

DSG Capital Advisors, LLC held 9,216 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,216 shares
    Change vs previous 13F -1,704 shares

    0.15% of the 13F portfolio, value $1,068,134.

    13F-HR 0001951757-26-001102 filed by DSG Capital Advisors, 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 10,920 shares
    Change vs previous 13F -3,328 shares

    0.19% of the 13F portfolio, value $1,190,062.

    13F-HR 0001951757-26-000735 filed by DSG Capital 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 ended2025-12-31
    13F 14,248 shares
    Change vs previous 13F +7,124 shares

    0.27% of the 13F portfolio, value $1,748,230.

    13F-HR 0001951757-26-000318 filed by DSG Capital 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 ended2025-09-30
    13F 7,124 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,707,195.

    13F-HR 0001951757-25-001258 filed by DSG Capital 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 ended2025-06-30
    13F 7,124 shares
    Change vs previous 13F -1,367 shares

    0.28% of the 13F portfolio, value $1,548,259.

    13F-HR 0001951757-25-000841 filed by DSG Capital Advisors, 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 8,491 shares
    Change vs previous 13F -962 shares

    0.34% of the 13F portfolio, value $1,676,633.

    13F-HR 0001951757-25-000457 filed by DSG Capital Advisors, 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 9,453 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,120,781.

    13F-HR 0001951757-25-000282 filed by DSG Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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