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Disclosery

FORBES J M & CO LLP: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on XLY, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 85,054 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,054 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $9,975,133.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 85,054 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $9,269,185.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 85,054 shares
    Change vs previous 13F +42,527 shares

    0.82% of the 13F portfolio, value $10,156,298.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 42,527 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $10,191,170.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 42,527 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $9,242,393.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 42,527 shares
    Change vs previous 13F -650 shares

    0.81% of the 13F portfolio, value $8,397,381.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 43,177 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $9,686,760.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 43,177 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $8,651,375.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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