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Disclosery

Fiduciary Group, LLC: XLY position timeline

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

Fiduciary Group, LLC held 42,077 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 42,077 shares
    Change vs previous 13F +1,404 shares

    0.39% of the 13F portfolio, value $4,934,846.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 40,673 shares
    Change vs previous 13F +1,343 shares

    0.38% of the 13F portfolio, value $4,432,568.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 39,330 shares
    Change vs previous 13F +21,423 shares

    0.39% of the 13F portfolio, value $4,696,395.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 17,907 shares
    Change vs previous 13F +850 shares

    0.38% of the 13F portfolio, value $4,291,233.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 17,057 shares
    Change vs previous 13F +1,550 shares

    0.35% of the 13F portfolio, value $3,706,998.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 15,507 shares
    Change vs previous 13F +1,044 shares

    0.31% of the 13F portfolio, value $3,062,012.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 14,463 shares
    Change vs previous 13F +3,429 shares

    0.33% of the 13F portfolio, value $3,244,774.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 11,034 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,210,883.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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