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REDSTONE WEALTH MANAGEMENT, LLC: XLY position timeline

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

REDSTONE WEALTH MANAGEMENT, LLC held 115,749 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,749 shares
    Change vs previous 13F +24,966 shares

    8.86% of the 13F portfolio, value $13,575,083.

    13F-HR 0002049950-26-000003 filed by REDSTONE 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 90,783 shares
    Change vs previous 13F +1,208 shares

    7.88% of the 13F portfolio, value $9,893,563.

    13F-HR 0002049950-26-000002 filed by REDSTONE 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 89,575 shares
    Change vs previous 13F not available

    8.45% of the 13F portfolio, value $10,696,214.

    13F-HR 0002049950-26-000001 filed by REDSTONE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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