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Disclosery

&PARTNERS: XLY position timeline

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

&PARTNERS held 54,965 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,965 shares
    Change vs previous 13F +262 shares

    0.03% of the 13F portfolio, value $6,441,869.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 54,703 shares
    Change vs previous 13F -14,544 shares

    0.03% of the 13F portfolio, value $5,949,663.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 69,247 shares
    Change vs previous 13F +34,986 shares

    0.04% of the 13F portfolio, value $8,268,744.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 34,261 shares
    Change vs previous 13F +3,824 shares

    0.05% of the 13F portfolio, value $8,210,347.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 30,437 shares
    Change vs previous 13F +720 shares

    0.05% of the 13F portfolio, value $6,618,315.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 29,717 shares
    Change vs previous 13F +8,937 shares

    0.06% of the 13F portfolio, value $5,862,370.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 20,780 shares
    Change vs previous 13F +8,782 shares

    0.06% of the 13F portfolio, value $4,823,649.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 11,998 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,403,991.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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