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Kraft, Davis & Associates, LLC: XLY position timeline

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

Kraft, Davis & Associates, LLC held 0 XLY shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,482 shares

    13F-HR 0001919438-26-000005 filed by Kraft, Davis & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 5,482 shares
    Change vs previous 13F +2,641 shares

    0.15% of the 13F portfolio, value $680,743.

    13F-HR 0001919438-26-000002 filed by Kraft, Davis & 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 ended2025-09-30
    13F 2,841 shares
    Change vs previous 13F -101 shares

    0.17% of the 13F portfolio, value $681,868.

    13F-HR 0001919438-25-000008 filed by Kraft, Davis & 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 ended2025-06-30
    13F 2,942 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $665,654.

    13F-HR 0001085146-25-004232 filed by Kraft, Davis & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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