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Disclosery

M3 Advisory Group, LLC: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on XLY, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 15,580 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,580 shares
    Change vs previous 13F +486 shares

    0.95% of the 13F portfolio, value $1,827,252.

    13F-HR 0001951757-26-001045 filed by M3 Advisory Group, 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 15,094 shares
    Change vs previous 13F +229 shares

    1.01% of the 13F portfolio, value $1,644,897.

    13F-HR 0001951757-26-000697 filed by M3 Advisory Group, 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 14,865 shares
    Change vs previous 13F +7,454 shares

    1.08% of the 13F portfolio, value $1,775,035.

    13F-HR 0001951757-26-000209 filed by M3 Advisory Group, 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 7,411 shares
    Change vs previous 13F +180 shares

    1.11% of the 13F portfolio, value $1,775,917.

    13F-HR 0001951757-25-001363 filed by M3 Advisory Group, 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 7,231 shares
    Change vs previous 13F +90 shares

    1.09% of the 13F portfolio, value $1,571,556.

    13F-HR 0001951757-25-000967 filed by M3 Advisory Group, 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 7,141 shares
    Change vs previous 13F +11 shares

    1.11% of the 13F portfolio, value $1,410,133.

    13F-HR 0001951757-25-000419 filed by M3 Advisory Group, 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 7,130 shares
    Change vs previous 13F +92 shares

    1.15% of the 13F portfolio, value $1,599,659.

    13F-HR 0001951757-25-000083 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,038 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,410,192.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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