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Disclosery

Savvy Advisors, Inc.: XLY position timeline

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

Savvy Advisors, Inc. held 83,058 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,058 shares
    Change vs previous 13F +20,237 shares

    0.21% of the 13F portfolio, value $9,740,988.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 62,821 shares
    Change vs previous 13F -6,002 shares

    0.18% of the 13F portfolio, value $6,846,201.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 68,823 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,218,147.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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