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TOTH FINANCIAL ADVISORY CORP: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOTH FINANCIAL ADVISORY CORP on XLY, newest first. How the timeline and the estimate are built.

TOTH FINANCIAL ADVISORY CORP held 53,937 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 53,937 shares
    Change vs previous 13F -802 shares

    0.59% of the 13F portfolio, value $5,870,497.

    13F-HR 0000866780-26-000004 filed by TOTH FINANCIAL ADVISORY CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,739 shares
    Change vs previous 13F +1,038 shares

    0.63% of the 13F portfolio, value $6,419,753.

    13F-HR 0000866780-26-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 53,701 shares
    Change vs previous 13F +451 shares

    0.64% of the 13F portfolio, value $5,852,383.

    13F-HR 0000866780-26-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 53,250 shares
    Change vs previous 13F +27,515 shares

    0.69% of the 13F portfolio, value $6,358,608.

    13F-HR 0000866780-26-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,735 shares
    Change vs previous 13F +3,387 shares

    0.67% of the 13F portfolio, value $6,167,131.

    13F-HR 0000866780-25-000005 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,348 shares
    Change vs previous 13F -5,004 shares

    0.57% of the 13F portfolio, value $4,856,865.

    13F-HR 0000866780-25-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 27,352 shares
    Change vs previous 13F +66 shares

    0.65% of the 13F portfolio, value $5,400,878.

    13F-HR 0000866780-25-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 27,286 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $6,121,575.

    13F-HR 0000866780-25-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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