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Focus Financial Network, Inc.: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Financial Network, Inc. on XLY, newest first. How the timeline and the estimate are built.

Focus Financial Network, Inc. held 19,165 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,165 shares
    Change vs previous 13F -1,552 shares

    0.07% of the 13F portfolio, value $2,247,719.

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, Inc.
    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 20,717 shares
    Change vs previous 13F -7,390 shares

    0.08% of the 13F portfolio, value $2,257,779.

    13F-HR 0001754960-26-000242 filed by Focus Financial Network, Inc.
    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 28,107 shares
    Change vs previous 13F +10,201 shares

    0.12% of the 13F portfolio, value $3,356,223.

    13F-HR 0001754960-26-000023 filed by Focus Financial Network, Inc.
    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 17,906 shares
    Change vs previous 13F -3,997 shares

    0.15% of the 13F portfolio, value $4,291,023.

    13F-HR 0001754960-25-000655 filed by Focus Financial Network, Inc.
    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 21,903 shares
    Change vs previous 13F -5,605 shares

    0.19% of the 13F portfolio, value $4,760,191.

    13F-HR 0001754960-25-000338 filed by Focus Financial Network, Inc.
    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 27,508 shares
    Change vs previous 13F -523 shares

    0.22% of the 13F portfolio, value $5,431,726.

    13F-HR 0001754960-25-000196 filed by Focus Financial Network, Inc.
    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 28,031 shares
    Change vs previous 13F +5,036 shares

    0.25% of the 13F portfolio, value $6,288,740.

    13F-HR 0001754960-25-000080 filed by Focus Financial Network, Inc.
    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 22,995 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,607,465.

    13F-HR 0001754960-24-000536 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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