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NewEdge Advisors, LLC: XLY position timeline

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

NewEdge Advisors, LLC held 125,225 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,225 shares
    Change vs previous 13F -8,863 shares

    0.04% of the 13F portfolio, value $14,686,496.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 134,088 shares
    Change vs previous 13F -11,346 shares

    0.05% of the 13F portfolio, value $14,612,965.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 145,434 shares
    Change vs previous 13F +74,643 shares

    0.06% of the 13F portfolio, value $17,366,322.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 70,791 shares
    Change vs previous 13F +30,533 shares

    0.08% of the 13F portfolio, value $16,964,405.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 40,258 shares
    Change vs previous 13F +4,672 shares

    0.05% of the 13F portfolio, value $8,749,154.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 35,586 shares
    Change vs previous 13F +4,294 shares

    0.04% of the 13F portfolio, value $7,026,766.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 31,292 shares
    Change vs previous 13F -314 shares

    0.04% of the 13F portfolio, value $7,020,353.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 31,606 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,332,952.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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