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OAK FAMILY ADVISORS, LLC: XLY position timeline

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

OAK FAMILY ADVISORS, LLC held 9,652 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,652 shares
    Change vs previous 13F -267 shares

    0.33% of the 13F portfolio, value $1,131,987.

    13F-HR 0001846161-26-000003 filed by OAK FAMILY 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 9,919 shares
    Change vs previous 13F -694 shares

    0.33% of the 13F portfolio, value $1,080,973.

    13F-HR 0001846161-26-000002 filed by OAK FAMILY 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 10,613 shares
    Change vs previous 13F +4,680 shares

    0.39% of the 13F portfolio, value $1,267,298.

    13F-HR 0001846161-26-000001 filed by OAK FAMILY 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 5,933 shares
    Change vs previous 13F +301 shares

    0.46% of the 13F portfolio, value $1,421,784.

    13F-HR 0001846161-25-000005 filed by OAK FAMILY 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 5,632 shares
    Change vs previous 13F -555 shares

    0.44% of the 13F portfolio, value $1,224,003.

    13F-HR 0001846161-25-000004 filed by OAK FAMILY 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 6,187 shares
    Change vs previous 13F -5,835 shares

    0.51% of the 13F portfolio, value $1,221,685.

    13F-HR 0001846161-25-000002 filed by OAK FAMILY 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 12,022 shares
    Change vs previous 13F -65 shares

    1.06% of the 13F portfolio, value $2,697,136.

    13F-HR 0001846161-25-000001 filed by OAK FAMILY 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 12,087 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,401,935.

    13F-HR 0001846161-24-000006 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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