Skip to content
Disclosery

Fairvoy Private Wealth, LLC: XLY position timeline

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

Fairvoy Private Wealth, LLC held 41,187 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,187 shares
    Change vs previous 13F -10,156 shares

    0.98% of the 13F portfolio, value $4,830,362.

    13F-HR 0002046607-26-000003 filed by Fairvoy Private Wealth, 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 51,343 shares
    Change vs previous 13F +26,222 shares

    1.34% of the 13F portfolio, value $5,595,379.

    13F-HR 0002046607-26-000002 filed by Fairvoy Private Wealth, 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 25,121 shares
    Change vs previous 13F +12,874 shares

    0.67% of the 13F portfolio, value $2,999,650.

    13F-HR 0002046607-26-000001 filed by Fairvoy Private Wealth, 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 12,247 shares
    Change vs previous 13F -1,458 shares

    0.67% of the 13F portfolio, value $2,934,966.

    13F-HR 0002046607-25-000006 filed by Fairvoy Private Wealth, 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 13,705 shares
    Change vs previous 13F +1,420 shares

    0.74% of the 13F portfolio, value $2,978,544.

    13F-HR 0002046607-25-000003 filed by Fairvoy Private Wealth, 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 12,285 shares
    Change vs previous 13F +329 shares

    0.67% of the 13F portfolio, value $2,425,776.

    13F-HR 0002046607-25-000002 filed by Fairvoy Private Wealth, 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 11,956 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,682,235.

    13F-HR 0002046607-25-000001 filed by Fairvoy Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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