Leeward Financial Partners, LLC: XLY position timeline

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

Leeward Financial Partners, LLC held 2,858 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 2,858 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $335,186.
13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, LLC
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,858 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $311,465.
13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,858 shares
Change vs previous 13F +1,308 shares
0.1% of the 13F portfolio, value $341,274.
13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,550 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $371,442.
13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, LLC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,550 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $336,862.
13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, LLC
Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).