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Frank, Rimerman Advisors LLC: XLY position timeline

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

Frank, Rimerman Advisors LLC held 8,964 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,964 shares
    Change vs previous 13F -7,834 shares

    0.06% of the 13F portfolio, value $1,051,298.

    13F-HR 0001172661-26-002823 filed by Frank, Rimerman Advisors 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 16,798 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,830,646.

    13F-HR 0001172661-26-001573 filed by Frank, Rimerman Advisors 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 16,798 shares
    Change vs previous 13F +8,399 shares

    0.13% of the 13F portfolio, value $2,005,849.

    13F-HR 0001172661-26-000203 filed by Frank, Rimerman Advisors 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 8,399 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,012,736.

    13F-HR 0001172661-25-004566 filed by Frank, Rimerman Advisors 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 8,399 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,825,355.

    13F-HR 0001172661-25-002995 filed by Frank, Rimerman Advisors 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 8,399 shares
    Change vs previous 13F +2,275 shares

    0.13% of the 13F portfolio, value $1,658,467.

    13F-HR 0001172661-25-001659 filed by Frank, Rimerman Advisors 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 6,124 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,373,919.

    13F-HR 0001172661-25-000600 filed by Frank, Rimerman Advisors 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 6,124 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,227,066.

    13F-HR 0001172661-24-004348 filed by Frank, Rimerman Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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