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Sharper & Granite LLC: XLY position timeline

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

Sharper & Granite LLC held 41,485 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,485 shares
    Change vs previous 13F -409 shares

    1.51% of the 13F portfolio, value $4,865,361.

    13F-HR 0001959415-26-000003 filed by Sharper & Granite 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 41,894 shares
    Change vs previous 13F +2,330 shares

    1.56% of the 13F portfolio, value $4,565,609.

    13F-HR 0001959415-26-000002 filed by Sharper & Granite 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 39,564 shares
    Change vs previous 13F +20,936 shares

    1.66% of the 13F portfolio, value $4,724,337.

    13F-HR 0001959415-26-000001 filed by Sharper & Granite 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 18,628 shares
    Change vs previous 13F +7,771 shares

    1.6% of the 13F portfolio, value $4,464,014.

    13F-HR 0001959415-25-000002 filed by Sharper & Granite 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 10,857 shares
    Change vs previous 13F +5,245 shares

    0.91% of the 13F portfolio, value $2,388,648.

    13F-HR 0001085146-25-004342 filed by Sharper & Granite 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 5,612 shares
    Change vs previous 13F +657 shares

    0.46% of the 13F portfolio, value $1,108,148.

    13F-HR 0001085146-25-002446 filed by Sharper & Granite 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 4,955 shares
    Change vs previous 13F +560 shares

    0.49% of the 13F portfolio, value $1,111,662.

    13F-HR 0001085146-25-000169 filed by Sharper & Granite 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 4,395 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $880,630.

    13F-HR 0001085146-24-005250 filed by Sharper & Granite LLC
    Filed (acceptance time not in the bulk data set), ingested

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