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MLG Wealth Management DBA Pine Grove Financial Group: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MLG Wealth Management DBA Pine Grove Financial Group on XLY, newest first. How the timeline and the estimate are built.

MLG Wealth Management DBA Pine Grove Financial Group held 2,524 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 2,524 shares
    Change vs previous 13F -316 shares

    0.03% of the 13F portfolio, value $274,712.

    13F-HR 0001754960-26-000847 filed by MLG Wealth Management DBA Pine Grove Financial Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,840 shares
    Change vs previous 13F +312 shares

    0.03% of the 13F portfolio, value $333,075.

    13F-HR 0001754960-26-000790 filed by MLG Wealth Management DBA Pine Grove Financial Group
    Accepted , ingested

  3. period ended2026-03-31
    13F 2,528 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $275,501.

    13F-HR 0001754960-26-000789 filed by MLG Wealth Management DBA Pine Grove Financial Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 2,528 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $301,868.

    13F-HR 0001754960-26-000782 filed by MLG Wealth Management DBA Pine Grove Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).