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Morse Asset Management, Inc: XLY position timeline

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

Morse Asset Management, Inc held 905 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 905 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $106,138.

    13F-HR 0001705711-26-000006 filed by Morse Asset 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 905 shares
    Change vs previous 13F -255 shares

    0.02% of the 13F portfolio, value $98,627.

    13F-HR 0001705711-26-000004 filed by Morse Asset 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 1,160 shares
    Change vs previous 13F +980 shares

    0.03% of the 13F portfolio, value $138,516.

    13F-HR 0001705711-26-000002 filed by Morse Asset 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 180 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $43,135.

    13F-HR 0001705711-25-000009 filed by Morse Asset 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 180 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $39,119.

    13F-HR 0001705711-25-000006 filed by Morse Asset 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 180 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $35,543.

    13F-HR 0001705711-25-000004 filed by Morse Asset 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 180 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $40,383.

    13F-HR 0001705711-25-000002 filed by Morse Asset 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/A 180 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $36,067.

    13F-HR/A 0001705711-24-000010 filed by Morse Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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