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Disclosery

Howard Capital Management Group, LLC: XLY position timeline

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

Howard Capital Management Group, LLC held 33,312 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,312 shares
    Change vs previous 13F -154 shares

    0.24% of the 13F portfolio, value $3,906,781.

    13F-HR 0001140361-26-028672 filed by Howard Capital Management Group, 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 33,466 shares
    Change vs previous 13F -138 shares

    0.24% of the 13F portfolio, value $3,647,153.

    13F-HR 0001140361-26-014857 filed by Howard Capital Management 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 ended2025-12-31
    13F 33,604 shares
    Change vs previous 13F +16,547 shares

    0.25% of the 13F portfolio, value $4,012,660.

    13F-HR 0001140361-26-001512 filed by Howard Capital Management 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 ended2025-09-30
    13F 17,057 shares
    Change vs previous 13F -838 shares

    0.26% of the 13F portfolio, value $4,087,521.

    13F-HR 0001140361-25-038301 filed by Howard Capital Management 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 ended2025-06-30
    13F 17,895 shares
    Change vs previous 13F -137 shares

    0.27% of the 13F portfolio, value $3,889,084.

    13F-HR 0001140361-25-026028 filed by Howard Capital Management 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 ended2025-03-31
    13F 18,032 shares
    Change vs previous 13F -1,564 shares

    0.28% of the 13F portfolio, value $3,560,544.

    13F-HR 0001140361-25-014141 filed by Howard Capital Management 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 ended2024-12-31
    13F 19,596 shares
    Change vs previous 13F -644 shares

    0.3% of the 13F portfolio, value $4,396,269.

    13F-HR 0001140361-25-001313 filed by Howard Capital Management 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 ended2024-09-30
    13F/A 20,240 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,055,587.

    13F-HR/A 0001140361-24-047331 filed by Howard Capital Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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