Galvin, Gaustad & Stein, LLC: XLY position timeline

Galvin, Gaustad & Stein, LLC held 48,803 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 48,803 shares

   Change vs previous 13F +6,101 shares

   0.4% of the 13F portfolio, value $5,311,799.

   13F-HR 0001172661-26-004437 filed by Galvin, Gaustad & Stein, LLC
   Accepted 2026-10-08 17:16:53 UTC, ingested 2026-10-08 17:17:53 UTC

2. period ended2026-06-30

   13F 42,702 shares

   Change vs previous 13F -71,289 shares

   0.37% of the 13F portfolio, value $5,008,079.

   13F-HR 0001172661-26-002918 filed by Galvin, Gaustad & Stein, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 113,991 shares

   Change vs previous 13F +109,970 shares

   1% of the 13F portfolio, value $12,422,711.

   13F-HR 0001172661-26-001932 filed by Galvin, Gaustad & Stein, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 4,021 shares

   Change vs previous 13F +2,041 shares

   0.04% of the 13F portfolio, value $480,171.

   13F-HR 0001172661-26-000291 filed by Galvin, Gaustad & Stein, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 1,980 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $474,523.

   13F-HR 0001172661-25-004383 filed by Galvin, Gaustad & Stein, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 1,980 shares

   Change vs previous 13F +1 shares

   0.04% of the 13F portfolio, value $430,258.

   13F-HR 0001172661-25-002700 filed by Galvin, Gaustad & Stein, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 1,979 shares

   Change vs previous 13F -60 shares

   0.03% of the 13F portfolio, value $390,828.

   13F-HR 0001172661-25-001611 filed by Galvin, Gaustad & Stein, LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 2,039 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $457,378.

   13F-HR 0001172661-25-000260 filed by Galvin, Gaustad & Stein, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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