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Farther Finance Advisors, LLC: XLY position timeline

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

Farther Finance Advisors, LLC held 24,047 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,047 shares
    Change vs previous 13F -1,571 shares

    0.02% of the 13F portfolio, value $2,617,319.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,618 shares
    Change vs previous 13F +8,349 shares

    0.02% of the 13F portfolio, value $3,004,448.

    13F-HR 0001992825-26-000004 filed by Farther Finance 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 ended2026-03-31
    13F 17,269 shares
    Change vs previous 13F +10,719 shares

    0.02% of the 13F portfolio, value $1,896,105.

    13F-HR 0001992825-26-000003 filed by Farther Finance 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 ended2025-12-31
    13F 6,550 shares
    Change vs previous 13F +3,479 shares

    0.01% of the 13F portfolio, value $782,137.

    13F-HR 0001992825-26-000001 filed by Farther Finance 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 ended2025-09-30
    13F 3,071 shares
    Change vs previous 13F +983 shares

    0.01% of the 13F portfolio, value $735,883.

    13F-HR 0001992825-25-000010 filed by Farther Finance 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 ended2025-06-30
    13F 2,088 shares
    Change vs previous 13F +175 shares

    0.01% of the 13F portfolio, value $453,736.

    13F-HR 0001992825-25-000006 filed by Farther Finance 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 ended2025-03-31
    13F 1,913 shares
    Change vs previous 13F +834 shares

    0.01% of the 13F portfolio, value $381,773.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,079 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $242,058.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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