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Luminist Capital LLC: XLY position timeline

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

Luminist Capital LLC held 10,962 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,962 shares
    Change vs previous 13F +2,251 shares

    1.44% of the 13F portfolio, value $1,285,623.

    13F-HR 0001807270-26-000003 filed by Luminist Capital 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 8,711 shares
    Change vs previous 13F +622 shares

    1.26% of the 13F portfolio, value $949,325.

    13F-HR 0001807270-26-000002 filed by Luminist Capital 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 8,089 shares
    Change vs previous 13F -1,866 shares

    1.19% of the 13F portfolio, value $965,907.

    13F-HR 0001807270-26-000001 filed by Luminist Capital 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 9,955 shares
    Change vs previous 13F +6,268 shares

    1.23% of the 13F portfolio, value $1,422,991.

    13F-HR 0001807270-25-000007 filed by Luminist Capital 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 3,687 shares
    Change vs previous 13F +3,293 shares

    0.8% of the 13F portfolio, value $804,819.

    13F-HR 0001807270-25-000004 filed by Luminist Capital 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 394 shares
    Change vs previous 13F -2,152 shares

    0.08% of the 13F portfolio, value $78,695.

    13F-HR 0001807270-25-000003 filed by Luminist Capital 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 2,546 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $571,259.

    13F-HR 0001807270-25-000001 filed by Luminist Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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