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RiverFront Investment Group, LLC: XLY position timeline

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

RiverFront Investment Group, LLC held 487,601 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 487,601 shares
    Change vs previous 13F +1,764 shares

    0.76% of the 13F portfolio, value $57,185,896.

    13F-HR 0001469751-26-000006 filed by RiverFront Investment Group, 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 485,837 shares
    Change vs previous 13F +3,714 shares

    0.82% of the 13F portfolio, value $52,946,576.

    13F-HR 0001469751-26-000004 filed by RiverFront Investment Group, 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 482,123 shares
    Change vs previous 13F +239,643 shares

    0.95% of the 13F portfolio, value $57,570,353.

    13F-HR 0001469751-26-000002 filed by RiverFront Investment Group, 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 242,480 shares
    Change vs previous 13F +1,475 shares

    1.02% of the 13F portfolio, value $58,107,980.

    13F-HR 0001469751-25-000011 filed by RiverFront Investment Group, 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 241,005 shares
    Change vs previous 13F -1,537 shares

    1.02% of the 13F portfolio, value $52,377,832.

    13F-HR 0001469751-25-000008 filed by RiverFront Investment Group, 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 242,542 shares
    Change vs previous 13F +4,371 shares

    1.07% of the 13F portfolio, value $47,892,425.

    13F-HR 0001469751-25-000006 filed by RiverFront Investment Group, 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 238,171 shares
    Change vs previous 13F +4,009 shares

    1.22% of the 13F portfolio, value $53,433,824.

    13F-HR 0001469751-25-000002 filed by RiverFront Investment Group, 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 234,162 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $46,919,242.

    13F-HR 0001469751-24-000013 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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