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One Wealth Map LLC: XLY position timeline

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

One Wealth Map LLC held 32,154 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 32,154 shares
    Change vs previous 13F +2,145 shares

    1.67% of the 13F portfolio, value $3,588,700.

    13F-HR 0001802635-26-000003 filed by One Wealth Map 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 30,009 shares
    Change vs previous 13F -405 shares

    1.73% of the 13F portfolio, value $3,559,935.

    13F-HR 0001802635-26-000002 filed by One Wealth Map 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 30,414 shares
    Change vs previous 13F +15,810 shares

    1.89% of the 13F portfolio, value $3,709,600.

    13F-HR 0001802635-26-000001 filed by One Wealth Map 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 14,604 shares
    Change vs previous 13F -504 shares

    1.86% of the 13F portfolio, value $3,489,865.

    13F-HR 0001802635-25-000007 filed by One Wealth Map 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 15,108 shares
    Change vs previous 13F +1,236 shares

    1.85% of the 13F portfolio, value $3,372,333.

    13F-HR 0001802635-25-000003 filed by One Wealth Map 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 13,872 shares
    Change vs previous 13F +101 shares

    1.67% of the 13F portfolio, value $2,503,188.

    13F-HR 0001802635-25-000002 filed by One Wealth Map 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 13,771 shares
    Change vs previous 13F -1,185 shares

    1.83% of the 13F portfolio, value $3,007,435.

    13F-HR 0001802635-25-000001 filed by One Wealth Map 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 14,956 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,959,431.

    13F-HR 0001802635-24-000004 filed by One Wealth Map LLC
    Filed (acceptance time not in the bulk data set), ingested

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