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INSIGNEO ADVISORY SERVICES, LLC: XLY position timeline

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

INSIGNEO ADVISORY SERVICES, LLC held 5,053 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,053 shares
    Change vs previous 13F +113 shares

    0.02% of the 13F portfolio, value $592,616.

    13F-HR 0001964958-26-000003 filed by INSIGNEO ADVISORY SERVICES, 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 4,940 shares
    Change vs previous 13F +178 shares

    0.04% of the 13F portfolio, value $538,361.

    13F-HR 0001964958-26-000002 filed by INSIGNEO ADVISORY SERVICES, 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 4,762 shares
    Change vs previous 13F +2,188 shares

    0.04% of the 13F portfolio, value $568,630.

    13F-HR 0001964958-26-000001 filed by INSIGNEO ADVISORY SERVICES, 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 2,574 shares
    Change vs previous 13F +65 shares

    0.04% of the 13F portfolio, value $616,833.

    13F-HR 0001964958-25-000009 filed by INSIGNEO ADVISORY SERVICES, 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 2,509 shares
    Change vs previous 13F +227 shares

    0.05% of the 13F portfolio, value $545,281.

    13F-HR 0001964958-25-000004 filed by INSIGNEO ADVISORY SERVICES, 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 2,282 shares
    Change vs previous 13F -60 shares

    0.05% of the 13F portfolio, value $450,604.

    13F-HR 0001964958-25-000002 filed by INSIGNEO ADVISORY SERVICES, 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 2,342 shares
    Change vs previous 13F -23 shares

    0.05% of the 13F portfolio, value $525,428.

    13F-HR 0001964958-25-000001 filed by INSIGNEO ADVISORY SERVICES, 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 2,365 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $473,875.

    13F-HR 0001964958-24-000005 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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