Skip to content
Disclosery

Harbour Trust & Investment Management Co: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Harbour Trust & Investment Management Co on XLY, newest first. How the timeline and the estimate are built.

Harbour Trust & Investment Management Co held 60,155 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,155 shares
    Change vs previous 13F -1,791 shares

    0.68% of the 13F portfolio, value $7,054,978.

    13F-HR 0002003557-26-000003 filed by Harbour Trust & Investment Management Co
    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 61,946 shares
    Change vs previous 13F -1,048 shares

    0.72% of the 13F portfolio, value $6,750,875.

    13F-HR 0002003557-26-000002 filed by Harbour Trust & Investment Management Co
    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 62,994 shares
    Change vs previous 13F +26,971 shares

    0.77% of the 13F portfolio, value $7,522,113.

    13F-HR 0002003557-26-000001 filed by Harbour Trust & Investment Management Co
    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 36,023 shares
    Change vs previous 13F -1,412 shares

    0.89% of the 13F portfolio, value $8,632,552.

    13F-HR 0002003557-25-000008 filed by Harbour Trust & Investment Management Co
    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 37,435 shares
    Change vs previous 13F +36 shares

    0.9% of the 13F portfolio, value $8,135,748.

    13F-HR 0002003557-25-000003 filed by Harbour Trust & Investment Management Co
    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 37,399 shares
    Change vs previous 13F +210 shares

    0.89% of the 13F portfolio, value $7,384,806.

    13F-HR 0002003557-25-000002 filed by Harbour Trust & Investment Management Co
    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 37,189 shares
    Change vs previous 13F +499 shares

    0.95% of the 13F portfolio, value $8,343,352.

    13F-HR 0002003557-25-000001 filed by Harbour Trust & Investment Management Co
    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 36,690 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $7,351,575.

    13F-HR 0002003557-24-000006 filed by Harbour Trust & Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

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