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Mullooly Asset Management, Inc.: XLY position timeline

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

Mullooly Asset Management, Inc. held 3,975 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,975 shares
    Change vs previous 13F +9 shares

    0.14% of the 13F portfolio, value $466,035.

    13F-HR 0001950591-26-000004 filed by Mullooly 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 3,966 shares
    Change vs previous 13F +9 shares

    0.16% of the 13F portfolio, value $432,180.

    13F-HR 0001950591-26-000003 filed by Mullooly 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 3,957 shares
    Change vs previous 13F +1,980 shares

    0.17% of the 13F portfolio, value $472,620.

    13F-HR 0001950591-26-000001 filed by Mullooly 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 1,977 shares
    Change vs previous 13F +3 shares

    0.18% of the 13F portfolio, value $473,571.

    13F-HR 0001950591-25-000002 filed by Mullooly 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 1,974 shares
    Change vs previous 13F -314 shares

    0.18% of the 13F portfolio, value $428,721.

    13F-HR 0001085146-25-004074 filed by Mullooly 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/A 2,288 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $451,967.

    13F-HR/A 0001085146-25-003225 filed by Mullooly Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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