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Disclosery

Narus Financial Partners, LLC: XLY position timeline

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

Narus Financial Partners, LLC held 13,572 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,572 shares
    Change vs previous 13F -1,028 shares

    0.41% of the 13F portfolio, value $1,591,766.

    13F-HR 0001698091-26-000004 filed by Narus Financial Partners, 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 14,600 shares
    Change vs previous 13F -1 shares

    0.42% of the 13F portfolio, value $1,591,147.

    13F-HR 0001698091-26-000003 filed by Narus Financial Partners, 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 14,601 shares
    Change vs previous 13F +7,270 shares

    0.48% of the 13F portfolio, value $1,743,486.

    13F-HR 0001698091-26-000002 filed by Narus Financial Partners, 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/A 7,331 shares
    Change vs previous 13F -490 shares

    0.48% of the 13F portfolio, value $1,756,838.

    13F-HR/A 0001698091-26-000001 filed by Narus Financial Partners, 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 7,821 shares
    Change vs previous 13F -1,912 shares

    0.53% of the 13F portfolio, value $1,699,721.

    13F-HR 0001698091-25-000004 filed by Narus Financial Partners, 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 9,733 shares
    Change vs previous 13F +41 shares

    0.65% of the 13F portfolio, value $1,921,809.

    13F-HR 0001698091-25-000003 filed by Narus Financial Partners, 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 9,692 shares
    Change vs previous 13F +127 shares

    0.74% of the 13F portfolio, value $2,174,468.

    13F-HR 0001698091-25-000001 filed by Narus Financial Partners, 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 9,565 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,916,550.

    13F-HR 0001698091-24-000009 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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