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HARRELL INVESTMENT PARTNERS, LLC: XLY position timeline

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

HARRELL INVESTMENT PARTNERS, LLC held 13,891 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,891 shares
    Change vs previous 13F -293 shares

    0.35% of the 13F portfolio, value $1,629,157.

    13F-HR 0001951757-26-000984 filed by HARRELL INVESTMENT 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 14,184 shares
    Change vs previous 13F -4,188 shares

    0.37% of the 13F portfolio, value $1,545,733.

    13F-HR 0001951757-26-000699 filed by HARRELL INVESTMENT 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 18,372 shares
    Change vs previous 13F +7,467 shares

    0.52% of the 13F portfolio, value $2,193,831.

    13F-HR 0001951757-26-000150 filed by HARRELL INVESTMENT 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 10,905 shares
    Change vs previous 13F -1,162 shares

    0.62% of the 13F portfolio, value $2,613,214.

    13F-HR 0001951757-25-001185 filed by HARRELL INVESTMENT 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 12,067 shares
    Change vs previous 13F -17,695 shares

    0.66% of the 13F portfolio, value $2,622,563.

    13F-HR 0001951757-25-000860 filed by HARRELL INVESTMENT 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 29,762 shares
    Change vs previous 13F +1,610 shares

    1.74% of the 13F portfolio, value $5,876,843.

    13F-HR 0001951757-25-000389 filed by HARRELL INVESTMENT 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 28,152 shares
    Change vs previous 13F -1,858 shares

    1.76% of the 13F portfolio, value $6,315,858.

    13F-HR 0001951757-25-000082 filed by HARRELL INVESTMENT PARTNERS, 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 30,010 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $6,013,116.

    13F-HR 0001951757-24-001014 filed by HARRELL INVESTMENT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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