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Disclosery

Empirical Asset Management, LLC: XLY position timeline

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

Empirical Asset Management, LLC held 5,193 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,193 shares
    Change vs previous 13F -508 shares

    0.14% of the 13F portfolio, value $608,978.

    13F-HR 0001951757-26-001200 filed by Empirical Asset Management, 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 5,701 shares
    Change vs previous 13F -272 shares

    0.16% of the 13F portfolio, value $621,339.

    13F-HR 0001951757-26-000815 filed by Empirical Asset Management, 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 5,973 shares
    Change vs previous 13F +2,994 shares

    0.2% of the 13F portfolio, value $713,271.

    13F-HR 0001951757-26-000393 filed by Empirical Asset Management, 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 2,979 shares
    Change vs previous 13F +77 shares

    0.2% of the 13F portfolio, value $713,932.

    13F-HR 0001951757-25-001374 filed by Empirical Asset Management, 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 2,902 shares
    Change vs previous 13F +50 shares

    0.2% of the 13F portfolio, value $630,721.

    13F-HR 0001951757-25-000983 filed by Empirical Asset Management, 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 2,852 shares
    Change vs previous 13F +71 shares

    0.19% of the 13F portfolio, value $563,170.

    13F-HR 0001951757-25-000538 filed by Empirical Asset Management, 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 2,781 shares
    Change vs previous 13F -295 shares

    0.21% of the 13F portfolio, value $623,917.

    13F-HR 0001951757-25-000026 filed by Empirical Asset Management, 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 3,076 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $616,338.

    13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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