FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC: XLY position timeline

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

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC held 4,075 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 4,075 shares
Change vs previous 13F +575 shares
0.03% of the 13F portfolio, value $477,916.
13F-HR 0000935836-26-000407 filed by FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,500 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $381,430.
13F-HR 0000935836-26-000252 filed by FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).