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MontVue Capital Management, Inc.: XLY position timeline

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

MontVue Capital Management, Inc. held 27,294 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,294 shares
    Change vs previous 13F -151 shares

    1.84% of the 13F portfolio, value $3,201,027.

    13F-HR 0002085853-26-000867 filed by MontVue Capital Management, Inc.
    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 27,445 shares
    Change vs previous 13F +340 shares

    2.04% of the 13F portfolio, value $2,990,944.

    13F-HR 0002085853-26-000395 filed by MontVue Capital Management, Inc.
    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 27,105 shares
    Change vs previous 13F +13,554 shares

    2.15% of the 13F portfolio, value $3,236,594.

    13F-HR 0002085853-26-000106 filed by MontVue Capital Management, Inc.
    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 13,551 shares
    Change vs previous 13F -709 shares

    2.18% of the 13F portfolio, value $3,247,348.

    13F-HR 0002085853-25-000202 filed by MontVue Capital Management, Inc.
    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 14,260 shares
    Change vs previous 13F -435 shares

    2.21% of the 13F portfolio, value $3,099,113.

    13F-HR 0001667731-25-000843 filed by MontVue Capital Management, Inc.
    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 14,695 shares
    Change vs previous 13F -601 shares

    2.32% of the 13F portfolio, value $2,901,664.

    13F-HR 0001667731-25-000542 filed by MontVue Capital Management, Inc.
    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 15,296 shares
    Change vs previous 13F -147 shares

    2.62% of the 13F portfolio, value $3,431,645.

    13F-HR 0001667731-25-000160 filed by MontVue Capital Management, Inc.
    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 15,443 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $3,094,303.

    13F-HR 0002008758-24-000005 filed by MontVue Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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