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MV CAPITAL MANAGEMENT, INC.: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MV CAPITAL MANAGEMENT, INC. on XLY, newest first. How the timeline and the estimate are built.

MV CAPITAL MANAGEMENT, INC. held 200 XLY shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 200 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $23,456.

    13F-HR/A 0001633366-26-000008 filed by MV 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 200 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $21,796.

    13F-HR 0001633366-26-000005 filed by MV 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 200 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $23,882.

    13F-HR 0001633366-26-000003 filed by MV 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 195 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $46,730.

    13F-HR 0001633366-26-000004 filed by MV 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 195 shares
    Change vs previous 13F -96 shares

    <0.01% of the 13F portfolio, value $42,380.

    13F-HR 0001633366-25-000006 filed by MV 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 291 shares
    Change vs previous 13F -2,190 shares

    0.01% of the 13F portfolio, value $57,461.

    13F-HR 0001633366-25-000003 filed by MV 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 2,481 shares
    Change vs previous 13F -109 shares

    0.06% of the 13F portfolio, value $556,613.

    13F-HR 0001633366-25-000001 filed by MV 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 2,590 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $518,959.

    13F-HR 0001633366-24-000007 filed by MV CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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