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Proquility Private Wealth Partners, LLC: XLY position timeline

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

Proquility Private Wealth Partners, LLC held 45,157 XLY shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 45,157 shares
    Change vs previous 13F +3,028 shares

    2.75% of the 13F portfolio, value $8,916,701.

    13F-HR 0001172661-25-002154 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 42,129 shares
    Change vs previous 13F +1,053 shares

    3.04% of the 13F portfolio, value $9,451,641.

    13F-HR 0001172661-25-000242 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 41,076 shares
    Change vs previous 13F +738 shares

    2.64% of the 13F portfolio, value $8,230,398.

    13F-HR 0001172661-24-004260 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 40,338 shares
    Change vs previous 13F +818 shares

    2.51% of the 13F portfolio, value $7,357,651.

    13F-HR 0001172661-24-003180 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 39,520 shares
    Change vs previous 13F +2,082 shares

    2.49% of the 13F portfolio, value $7,267,333.

    13F-HR 0001172661-24-001995 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 37,438 shares
    Change vs previous 13F +4,036 shares

    2.54% of the 13F portfolio, value $6,694,289.

    13F-HR 0001172661-24-000686 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 33,402 shares
    Change vs previous 13F -527 shares

    2.21% of the 13F portfolio, value $5,377,153.

    13F-HR 0001172661-23-003973 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 33,929 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $5,761,579.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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