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Pallas Capital Advisors LLC: XLY position timeline

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

Pallas Capital Advisors LLC held 20,343 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,343 shares
    Change vs previous 13F +281 shares

    0.07% of the 13F portfolio, value $2,385,793.

    13F-HR 0001951757-26-001193 filed by Pallas Capital 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 20,062 shares
    Change vs previous 13F -2,365 shares

    0.08% of the 13F portfolio, value $2,186,371.

    13F-HR 0001951757-26-000659 filed by Pallas Capital 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 22,427 shares
    Change vs previous 13F +11,160 shares

    0.09% of the 13F portfolio, value $2,678,021.

    13F-HR 0001951757-26-000081 filed by Pallas Capital 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 11,267 shares
    Change vs previous 13F -221 shares

    0.1% of the 13F portfolio, value $2,699,975.

    13F-HR 0001951757-25-001307 filed by Pallas Capital 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 11,488 shares
    Change vs previous 13F -13,740 shares

    0.1% of the 13F portfolio, value $2,496,704.

    13F-HR 0001951757-25-000599 filed by Pallas Capital 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 25,228 shares
    Change vs previous 13F -2,515 shares

    0.21% of the 13F portfolio, value $4,981,463.

    13F-HR 0001951757-25-000348 filed by Pallas Capital 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 27,743 shares
    Change vs previous 13F -557 shares

    0.27% of the 13F portfolio, value $6,224,222.

    13F-HR 0001951757-25-000010 filed by Pallas Capital 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 28,300 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,665,046.

    13F-HR 0001951757-24-001126 filed by Pallas Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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