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FOUNDERS GROVE WEALTH PARTNERS, LLC: XLY position timeline

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

FOUNDERS GROVE WEALTH PARTNERS, LLC held 18,147 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,147 shares
    Change vs previous 13F -462 shares

    0.42% of the 13F portfolio, value $2,128,260.

    13F-HR 0002046157-26-000003 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 18,609 shares
    Change vs previous 13F -1,849 shares

    0.46% of the 13F portfolio, value $2,027,990.

    13F-HR 0002046157-26-000002 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 20,458 shares
    Change vs previous 13F +10,183 shares

    0.55% of the 13F portfolio, value $2,442,889.

    13F-HR 0002046157-26-000001 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 10,275 shares
    Change vs previous 13F -67 shares

    0.58% of the 13F portfolio, value $2,462,377.

    13F-HR 0002046157-25-000007 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 10,342 shares
    Change vs previous 13F +295 shares

    0.56% of the 13F portfolio, value $2,247,576.

    13F-HR 0002046157-25-000005 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 10,047 shares
    Change vs previous 13F +233 shares

    0.55% of the 13F portfolio, value $1,983,838.

    13F-HR 0002046157-25-000003 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 9,814 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,201,770.

    13F-HR 0002046157-25-000001 filed by FOUNDERS GROVE WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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