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Disclosery

Intrua Financial, LLC: XLY position timeline

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

Intrua Financial, LLC held 82,224 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,224 shares
    Change vs previous 13F +51,003 shares

    0.91% of the 13F portfolio, value $9,643,203.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 31,221 shares
    Change vs previous 13F -101,841 shares

    0.36% of the 13F portfolio, value $3,402,428.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 133,062 shares
    Change vs previous 13F +59,097 shares

    1.74% of the 13F portfolio, value $15,888,886.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 73,965 shares
    Change vs previous 13F -1,280 shares

    2.08% of the 13F portfolio, value $17,725,068.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 75,245 shares
    Change vs previous 13F +6,496 shares

    2.35% of the 13F portfolio, value $16,352,925.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 68,749 shares
    Change vs previous 13F +28,189 shares

    2.12% of the 13F portfolio, value $13,575,203.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 40,560 shares
    Change vs previous 13F -4,633 shares

    1.48% of the 13F portfolio, value $9,099,602.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 45,193 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $9,055,296.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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