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Iron Gate Global Advisors LLC: XLY position timeline

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

Iron Gate Global Advisors LLC held 3,250 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 3,250 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $381,160.

    13F-HR 0001131181-26-000003 filed by Iron Gate Global Advisors 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 3,250 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $354,185.

    13F-HR 0001131181-26-000002 filed by Iron Gate Global Advisors 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 3,250 shares
    Change vs previous 13F +1,625 shares

    0.04% of the 13F portfolio, value $388,083.

    13F-HR 0001131181-26-000001 filed by Iron Gate Global Advisors 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 1,625 shares
    Change vs previous 13F -1,050 shares

    0.04% of the 13F portfolio, value $389,659.

    13F-HR 0001131181-25-000002 filed by Iron Gate Global Advisors 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 2,675 shares
    Change vs previous 13F +1,050 shares

    0.06% of the 13F portfolio, value $581,358.

    13F-HR 0001085146-25-005094 filed by Iron Gate Global Advisors 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/A 1,625 shares
    Change vs previous 13F +468 shares

    0.04% of the 13F portfolio, value $320,873.

    13F-HR/A 0001085146-25-003400 filed by Iron Gate Global Advisors 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 1,157 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $257,966.

    13F-HR 0001085146-25-001344 filed by Iron Gate Global Advisors 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 1,157 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $231,829.

    13F-HR 0001085146-24-005747 filed by Iron Gate Global Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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