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Fisher Asset Management, LLC: XLY position timeline

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

Fisher Asset Management, LLC held 419,881 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 419,881 shares
    Change vs previous 13F -17,932 shares

    0.01% of the 13F portfolio, value $49,243,706.

    13F-HR 0000850529-26-000006 filed by Fisher 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 437,813 shares
    Change vs previous 13F -21,489 shares

    0.02% of the 13F portfolio, value $47,712,890.

    13F-HR 0000850529-26-000004 filed by Fisher 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 459,302 shares
    Change vs previous 13F +217,337 shares

    0.02% of the 13F portfolio, value $54,845,309.

    13F-HR 0000850529-26-000002 filed by Fisher 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 241,965 shares
    Change vs previous 13F -6,810 shares

    0.02% of the 13F portfolio, value $57,984,757.

    13F-HR 0000850529-25-000011 filed by Fisher 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 248,775 shares
    Change vs previous 13F -197,868 shares

    0.02% of the 13F portfolio, value $54,066,497.

    13F-HR 0000850529-25-000005 filed by Fisher 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 446,643 shares
    Change vs previous 13F -422,016 shares

    0.04% of the 13F portfolio, value $88,194,263.

    13F-HR 0000850529-25-000003 filed by Fisher 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 868,659 shares
    Change vs previous 13F -33,419 shares

    0.08% of the 13F portfolio, value $194,883,871.

    13F-HR 0000850529-25-000002 filed by Fisher 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 902,078 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $180,749,532.

    13F-HR 0000850529-24-000012 filed by Fisher Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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