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Mendel Capital Management LLC: XLY position timeline

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

Mendel Capital Management LLC held 9,033 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,033 shares
    Change vs previous 13F -103 shares

    0.48% of the 13F portfolio, value $1,059,444.

    13F-HR 0001911384-26-000008 filed by Mendel Capital Management 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 9,136 shares
    Change vs previous 13F +4,576 shares

    0.5% of the 13F portfolio, value $995,629.

    13F-HR 0001911384-26-000006 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,560 shares
    Change vs previous 13F +118 shares

    0.57% of the 13F portfolio, value $1,092,865.

    13F-HR 0001911384-25-000016 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,442 shares
    Change vs previous 13F -432 shares

    0.55% of the 13F portfolio, value $965,290.

    13F-HR 0001911384-25-000008 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,874 shares
    Change vs previous 13F +83 shares

    0.58% of the 13F portfolio, value $962,398.

    13F-HR 0001911384-25-000006 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 4,791 shares
    Change vs previous 13F +757 shares

    0.65% of the 13F portfolio, value $1,074,791.

    13F-HR 0001911384-25-000004 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 4,034 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $808,349.

    13F-HR 0001172661-24-004506 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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