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Olistico Wealth, LLC: XLY position timeline

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

Olistico Wealth, LLC held 2,423 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,423 shares
    Change vs previous 13F +24 shares

    0.11% of the 13F portfolio, value $263,719.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,399 shares
    Change vs previous 13F -850 shares

    0.12% of the 13F portfolio, value $281,328.

    13F-HR 0001962695-26-000003 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,249 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $354,027.

    13F-HR 0001962695-26-000002 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,248 shares
    Change vs previous 13F +1,624 shares

    0.19% of the 13F portfolio, value $387,884.

    13F-HR 0001962695-26-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,624 shares
    Change vs previous 13F -16 shares

    0.21% of the 13F portfolio, value $389,191.

    13F-HR 0001962695-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,640 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $356,462.

    13F-HR 0001962695-25-000003 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,640 shares
    Change vs previous 13F -1 shares

    0.2% of the 13F portfolio, value $324,032.

    13F-HR 0001965653-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,641 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $368,127.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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