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MONETA GROUP INVESTMENT ADVISORS LLC: XLY position timeline

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

MONETA GROUP INVESTMENT ADVISORS LLC held 13,875 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 13,875 shares
    Change vs previous 13F +1,088 shares

    0.01% of the 13F portfolio, value $1,627,293.

    13F-HR 0001120927-26-000008 filed by MONETA GROUP INVESTMENT ADVISORS 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 12,787 shares
    Change vs previous 13F +165 shares

    0.01% of the 13F portfolio, value $1,393,478.

    13F-HR 0001120927-26-000006 filed by MONETA GROUP INVESTMENT ADVISORS 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 12,622 shares
    Change vs previous 13F +6,718 shares

    0.01% of the 13F portfolio, value $1,507,173.

    13F-HR 0001120927-26-000001 filed by MONETA GROUP INVESTMENT ADVISORS 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 5,904 shares
    Change vs previous 13F -788 shares

    0.01% of the 13F portfolio, value $1,414,870.

    13F-HR 0001120927-25-000008 filed by MONETA GROUP INVESTMENT ADVISORS 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 6,692 shares
    Change vs previous 13F +508 shares

    0.02% of the 13F portfolio, value $1,454,335.

    13F-HR 0001120927-25-000004 filed by MONETA GROUP INVESTMENT ADVISORS 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 6,184 shares
    Change vs previous 13F +443 shares

    0.02% of the 13F portfolio, value $1,221,014.

    13F-HR 0001120927-25-000003 filed by MONETA GROUP INVESTMENT ADVISORS 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 5,741 shares
    Change vs previous 13F +1,243 shares

    0.02% of the 13F portfolio, value $1,288,050.

    13F-HR 0001120927-25-000002 filed by MONETA GROUP INVESTMENT ADVISORS 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 4,498 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $901,252.

    13F-HR 0001120927-24-000005 filed by MONETA GROUP INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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