Lionsbridge Wealth Management LLC: XLY position timeline

Lionsbridge Wealth Management LLC held 0 XLY shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -3,354 shares

   13F-HR 0001172661-25-004334 filed by Lionsbridge Wealth Management LLC
   Filed 2025-10-20 (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).

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

2. period ended2025-06-30

   13F 3,354 shares

   Change vs previous 13F -56 shares

   0.73% of the 13F portfolio, value $728,925.

   13F-HR 0001172661-25-002799 filed by Lionsbridge Wealth Management LLC
   Filed 2025-07-30 (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).

3. period ended2025-03-31

   13F 3,410 shares

   Change vs previous 13F -613 shares

   0.6% of the 13F portfolio, value $673,339.

   13F-HR 0001172661-25-001817 filed by Lionsbridge Wealth Management LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 4,023 shares

   Change vs previous 13F -332 shares

   0.76% of the 13F portfolio, value $902,560.

   13F-HR 0001172661-25-000219 filed by Lionsbridge Wealth Management LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 4,355 shares

   Change vs previous 13F not available

   0.69% of the 13F portfolio, value $872,611.

   13F-HR 0001172661-24-004444 filed by Lionsbridge Wealth Management LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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