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Quadcap Wealth Management, LLC: XLY position timeline

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

Quadcap Wealth Management, LLC held 11,445 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 11,445 shares
    Change vs previous 13F +1,923 shares

    0.13% of the 13F portfolio, value $1,342,343.

    13F-HR 0001172661-26-002999 filed by Quadcap Wealth Management, 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 9,522 shares
    Change vs previous 13F -488 shares

    0.12% of the 13F portfolio, value $1,037,706.

    13F-HR 0001172661-26-002244 filed by Quadcap Wealth Management, 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 10,010 shares
    Change vs previous 13F +4,847 shares

    0.14% of the 13F portfolio, value $1,195,335.

    13F-HR 0001172661-26-000392 filed by Quadcap Wealth Management, 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 5,163 shares
    Change vs previous 13F -50 shares

    0.15% of the 13F portfolio, value $1,237,186.

    13F-HR 0001172661-25-005026 filed by Quadcap Wealth Management, 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 5,213 shares
    Change vs previous 13F -10 shares

    0.14% of the 13F portfolio, value $1,132,812.

    13F-HR 0001172661-25-003087 filed by Quadcap Wealth Management, 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 5,223 shares
    Change vs previous 13F -89 shares

    0.15% of the 13F portfolio, value $1,031,150.

    13F-HR 0001172661-25-001911 filed by Quadcap Wealth Management, 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 5,312 shares
    Change vs previous 13F -19 shares

    0.18% of the 13F portfolio, value $1,191,891.

    13F-HR 0001172661-25-001032 filed by Quadcap Wealth Management, 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 5,331 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,068,237.

    13F-HR 0001172661-24-004547 filed by Quadcap Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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