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LYNCH & ASSOCIATES/IN: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYNCH & ASSOCIATES/IN on XLY, newest first. How the timeline and the estimate are built.

LYNCH & ASSOCIATES/IN held 5,646 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,646 shares
    Change vs previous 13F -22 shares

    0.09% of the 13F portfolio, value $614,511.

    13F-HR 0001108965-26-000004 filed by LYNCH & ASSOCIATES/IN
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,668 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $664,743.

    13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
    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 5,668 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $617,699.

    13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
    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 5,668 shares
    Change vs previous 13F +2,834 shares

    0.13% of the 13F portfolio, value $676,816.

    13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
    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 2,834 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $679,140.

    13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
    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 2,834 shares
    Change vs previous 13F +23 shares

    0.12% of the 13F portfolio, value $615,913.

    13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
    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 2,811 shares
    Change vs previous 13F -150 shares

    0.12% of the 13F portfolio, value $555,060.

    13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
    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 2,961 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $664,300.

    13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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