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Disclosery

Trilogy Capital Inc.: XLY position timeline

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

Trilogy Capital Inc. held 336,087 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 336,087 shares
    Change vs previous 13F -26,305 shares

    1.54% of the 13F portfolio, value $39,416,234.

    13F-HR 0001722512-26-000004 filed by Trilogy Capital 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 362,392 shares
    Change vs previous 13F +161,289 shares

    1.76% of the 13F portfolio, value $39,493,450.

    13F-HR 0001722512-26-000003 filed by Trilogy Capital 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 201,103 shares
    Change vs previous 13F +119,290 shares

    1.07% of the 13F portfolio, value $24,013,711.

    13F-HR 0001722512-26-000001 filed by Trilogy Capital 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 81,813 shares
    Change vs previous 13F -52,799 shares

    0.91% of the 13F portfolio, value $19,605,785.

    13F-HR 0001722512-25-000007 filed by Trilogy Capital 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 134,612 shares
    Change vs previous 13F +134,612 shares

    1.42% of the 13F portfolio, value $29,255,243.

    13F-HR 0001722512-25-000006 filed by Trilogy Capital 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 0 shares
    Change vs previous 13F -26,904 shares

    13F-HR 0001722512-25-000004 filed by Trilogy Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 26,904 shares
    Change vs previous 13F +23,744 shares

    0.31% of the 13F portfolio, value $6,035,860.

    13F-HR 0001722512-25-000002 filed by Trilogy Capital 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 3,160 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $633,266.

    13F-HR 0001722512-24-000007 filed by Trilogy Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

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