Skip to content
Disclosery

Mission Hills Financial Advisory, LLC: XLY position timeline

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

Mission Hills Financial Advisory, LLC held 24,471 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,471 shares
    Change vs previous 13F -20,517 shares

    1.26% of the 13F portfolio, value $2,869,936.

    13F-HR 0001986152-26-000151 filed by Mission Hills Financial Advisory, 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 44,988 shares
    Change vs previous 13F +584 shares

    2.51% of the 13F portfolio, value $4,902,807.

    13F-HR 0001986152-26-000053 filed by Mission Hills Financial Advisory, 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 44,404 shares
    Change vs previous 13F +22,276 shares

    2.8% of the 13F portfolio, value $5,302,295.

    13F-HR 0001986152-26-000006 filed by Mission Hills Financial Advisory, 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 22,128 shares
    Change vs previous 13F -38 shares

    2.82% of the 13F portfolio, value $5,302,666.

    13F-HR 0001986152-25-000101 filed by Mission Hills Financial Advisory, 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 22,166 shares
    Change vs previous 13F -880 shares

    2.99% of the 13F portfolio, value $4,817,429.

    13F-HR 0001986152-25-000051 filed by Mission Hills Financial Advisory, 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 23,046 shares
    Change vs previous 13F -464 shares

    3.16% of the 13F portfolio, value $4,550,646.

    13F-HR 0001986152-25-000032 filed by Mission Hills Financial Advisory, 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 23,510 shares
    Change vs previous 13F +3,510 shares

    4.09% of the 13F portfolio, value $5,274,562.

    13F-HR 0001754960-25-000033 filed by Mission Hills Financial Advisory, 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 20,000 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $4,242,157.

    13F-HR 0001754960-24-000553 filed by Mission Hills Financial Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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