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Disclosery

jvl associates llc: XLY position timeline

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

jvl associates llc held 29,574 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,574 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $3,218,834.

    13F-HR 0001915765-26-000005 filed by jvl associates llc
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,574 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $3,468,439.

    13F-HR 0001915765-26-000004 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 29,574 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $3,222,975.

    13F-HR 0001915765-26-000003 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 29,574 shares
    Change vs previous 13F +14,787 shares

    1.15% of the 13F portfolio, value $3,531,431.

    13F-HR 0001915765-26-000001 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 14,787 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $3,543,557.

    13F-HR 0001915765-25-000005 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,787 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $3,213,659.

    13F-HR 0001915765-25-000004 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 14,787 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $2,919,841.

    13F-HR 0001915765-25-000002 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,787 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $3,317,463.

    13F-HR 0001915765-25-000001 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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