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Stockman Wealth Management, Inc.: XLY position timeline

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

Stockman Wealth Management, Inc. held 45,923 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,923 shares
    Change vs previous 13F +2,722 shares

    0.56% of the 13F portfolio, value $5,385,901.

    13F-HR 0001389400-26-000010 filed by Stockman Wealth Management, 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 43,201 shares
    Change vs previous 13F +1,513 shares

    0.52% of the 13F portfolio, value $4,708,037.

    13F-HR 0001389400-26-000005 filed by Stockman Wealth Management, 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/A 41,688 shares
    Change vs previous 13F +21,588 shares

    0.58% of the 13F portfolio, value $4,977,925.

    13F-HR/A 0001389400-26-000004 filed by Stockman Wealth Management, Inc.
    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 20,100 shares
    Change vs previous 13F -9 shares

    0.6% of the 13F portfolio, value $4,816,876.

    13F-HR 0001389400-25-000010 filed by Stockman Wealth Management, Inc.
    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 20,109 shares
    Change vs previous 13F +271 shares

    0.59% of the 13F portfolio, value $4,370,271.

    13F-HR 0001389400-25-000006 filed by Stockman Wealth Management, Inc.
    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 19,838 shares
    Change vs previous 13F +591 shares

    0.58% of the 13F portfolio, value $3,917,266.

    13F-HR 0001389400-25-000005 filed by Stockman Wealth Management, Inc.
    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 19,247 shares
    Change vs previous 13F -375 shares

    0.68% of the 13F portfolio, value $4,318,154.

    13F-HR 0001389400-25-000001 filed by Stockman Wealth Management, Inc.
    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 19,622 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,931,617.

    13F-HR 0001389400-24-000006 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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