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Disclosery

HF Advisory Group, LLC: XLY position timeline

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

HF Advisory Group, LLC held 4,061 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,061 shares
    Change vs previous 13F +447 shares

    0.13% of the 13F portfolio, value $442,044.

    13F-HR 0002085853-26-001137 filed by HF Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,614 shares
    Change vs previous 13F +132 shares

    0.13% of the 13F portfolio, value $423,868.

    13F-HR 0002085853-26-000665 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,482 shares
    Change vs previous 13F -69 shares

    0.13% of the 13F portfolio, value $379,476.

    13F-HR 0002085853-26-000446 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 3,551 shares
    Change vs previous 13F +1,801 shares

    0.15% of the 13F portfolio, value $424,096.

    13F-HR/A 0002085853-26-000077 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,750 shares
    Change vs previous 13F +107 shares

    0.15% of the 13F portfolio, value $419,500.

    13F-HR 0002085853-25-000012 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,643 shares
    Change vs previous 13F +164 shares

    0.14% of the 13F portfolio, value $356,951.

    13F-HR 0001667731-25-000772 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,479 shares
    Change vs previous 13F -52 shares

    0.13% of the 13F portfolio, value $292,076.

    13F-HR 0001667731-25-000411 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,531 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $343,387.

    13F-HR 0001667731-25-000039 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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