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INNEALTA CAPITAL, LLC: XLY position timeline

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

INNEALTA CAPITAL, LLC held 40,524 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,524 shares
    Change vs previous 13F 0 shares

    2.54% of the 13F portfolio, value $4,752,655.

    13F-HR 0001752579-26-000006 filed by INNEALTA CAPITAL, 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 40,524 shares
    Change vs previous 13F -22,018 shares

    2.74% of the 13F portfolio, value $4,416,306.

    13F-HR 0001752579-26-000004 filed by INNEALTA CAPITAL, 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 62,542 shares
    Change vs previous 13F +22,913 shares

    4.04% of the 13F portfolio, value $7,468,140.

    13F-HR 0001752579-26-000001 filed by INNEALTA CAPITAL, 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 39,629 shares
    Change vs previous 13F +4,924 shares

    4.75% of the 13F portfolio, value $9,496,694.

    13F-HR 0001752579-25-000007 filed by INNEALTA CAPITAL, 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 34,705 shares
    Change vs previous 13F -2,130 shares

    3.98% of the 13F portfolio, value $7,542,438.

    13F-HR 0001752579-25-000005 filed by INNEALTA CAPITAL, 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 36,835 shares
    Change vs previous 13F -6,849 shares

    3.94% of the 13F portfolio, value $7,273,439.

    13F-HR 0001752579-25-000003 filed by INNEALTA CAPITAL, 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 43,684 shares
    Change vs previous 13F +26,617 shares

    4.77% of the 13F portfolio, value $9,800,505.

    13F-HR 0001752579-25-000001 filed by INNEALTA CAPITAL, 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 17,067 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $3,419,715.

    13F-HR 0001752579-24-000004 filed by INNEALTA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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