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Graypoint LLC: XLY position timeline

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

Graypoint LLC held 94,236 XLY shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 94,236 shares
    Change vs previous 13F -1,563 shares

    1.15% of the 13F portfolio, value $20,480,401.

    13F-HR 0000950123-25-006388 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 95,799 shares
    Change vs previous 13F -7,572 shares

    1.18% of the 13F portfolio, value $18,916,554.

    13F-HR 0000950123-25-003985 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 103,371 shares
    Change vs previous 13F -10,380 shares

    1.4% of the 13F portfolio, value $23,191,255.

    13F-HR 0000950123-25-000207 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 113,751 shares
    Change vs previous 13F -1,316 shares

    1.46% of the 13F portfolio, value $22,792,305.

    13F-HR 0000950123-24-010105 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 115,067 shares
    Change vs previous 13F +5,691 shares

    1.45% of the 13F portfolio, value $20,988,194.

    13F-HR 0000950123-24-006953 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 109,376 shares
    Change vs previous 13F +748 shares

    1.45% of the 13F portfolio, value $20,113,111.

    13F-HR 0000950123-24-003715 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 108,628 shares
    Change vs previous 13F -3,944 shares

    1.57% of the 13F portfolio, value $19,423,743.

    13F-HR 0000950123-24-000428 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 112,572 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $18,121,825.

    13F-HR 0000950123-23-009032 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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