HoyleCohen, LLC: XLY position timeline

HoyleCohen, LLC held 6,657 XLY shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

1. period ended2024-06-30

   13F 6,657 shares

   Change vs previous 13F -156 shares

   0.09% of the 13F portfolio, value $1,214,237.

   13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
   Filed 2024-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

2. period ended2024-03-31

   13F 6,813 shares

   Change vs previous 13F +77 shares

   0.1% of the 13F portfolio, value $1,252,844.

   13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
   Filed 2024-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

3. period ended2023-12-31

   13F 6,736 shares

   Change vs previous 13F +523 shares

   0.1% of the 13F portfolio, value $1,204,465.

   13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
   Filed 2024-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

4. period ended2023-09-30

   13F 6,213 shares

   Change vs previous 13F +774 shares

   0.09% of the 13F portfolio, value $1,000,169.

   13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
   Filed 2023-11-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

5. period ended2023-06-30

   13F 5,439 shares

   Change vs previous 13F -67 shares

   0.08% of the 13F portfolio, value $923,597.

   13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
   Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

6. period ended2023-03-31

   13F 5,506 shares

   Change vs previous 13F +424 shares

   0.08% of the 13F portfolio, value $823,368.

   13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
   Filed 2023-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

7. period ended2022-12-31

   13F 5,082 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $656,391.

   13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
   Filed 2023-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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