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Disclosery

McHugh Group, LLC: XLY position timeline

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

McHugh Group, LLC held 6,950 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,950 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $815,096.

    13F-HR 0002085853-26-000750 filed by McHugh 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 6,950 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $757,411.

    13F-HR 0002085853-26-000403 filed by McHugh 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 6,950 shares
    Change vs previous 13F +3,475 shares

    0.47% of the 13F portfolio, value $829,900.

    13F-HR 0002085853-26-000167 filed by McHugh 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 3,475 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $832,749.

    13F-HR 0002085853-25-000050 filed by McHugh 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 3,475 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $755,223.

    13F-HR 0001667731-25-000779 filed by McHugh 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 3,475 shares
    Change vs previous 13F -75 shares

    0.52% of the 13F portfolio, value $686,174.

    13F-HR 0001667731-25-000458 filed by McHugh 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 3,550 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $796,455.

    13F-HR 0001667731-25-000143 filed by McHugh Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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