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Disclosery

Stonebrook Private Inc.: XLY position timeline

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

Stonebrook Private Inc. held 2,483 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,483 shares
    Change vs previous 13F -2,229 shares

    0.05% of the 13F portfolio, value $291,192.

    13F-HR 0001765380-26-000393 filed by Stonebrook Private 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 4,712 shares
    Change vs previous 13F -658 shares

    0.11% of the 13F portfolio, value $513,498.

    13F-HR 0001765380-26-000202 filed by Stonebrook Private 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 5,370 shares
    Change vs previous 13F +2,792 shares

    0.13% of the 13F portfolio, value $641,175.

    13F-HR 0001765380-26-000103 filed by Stonebrook Private 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 2,578 shares
    Change vs previous 13F +284 shares

    0.13% of the 13F portfolio, value $617,851.

    13F-HR 0001765380-25-000461 filed by Stonebrook Private 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 2,294 shares
    Change vs previous 13F -610 shares

    0.12% of the 13F portfolio, value $498,553.

    13F-HR 0001765380-25-000325 filed by Stonebrook Private 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 2,904 shares
    Change vs previous 13F -287 shares

    0.15% of the 13F portfolio, value $573,379.

    13F-HR 0001765380-25-000157 filed by Stonebrook Private 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 3,191 shares
    Change vs previous 13F +480 shares

    0.19% of the 13F portfolio, value $715,880.

    13F-HR 0001765380-25-000116 filed by Stonebrook Private 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 2,711 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $543,297.

    13F-HR 0001765380-24-000429 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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