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Vickerman Investment Advisors, Inc.: XLY position timeline

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

Vickerman Investment Advisors, Inc. held 96,398 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 96,398 shares
    Change vs previous 13F -6,494 shares

    2.19% of the 13F portfolio, value $11,305,557.

    13F-HR 0001898296-26-000003 filed by Vickerman Investment Advisors, 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 102,892 shares
    Change vs previous 13F -7,184 shares

    2.36% of the 13F portfolio, value $11,213,170.

    13F-HR 0001898296-26-000002 filed by Vickerman Investment Advisors, 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 110,076 shares
    Change vs previous 13F +64,277 shares

    2.63% of the 13F portfolio, value $13,144,175.

    13F-HR 0001898296-26-000001 filed by Vickerman Investment Advisors, 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 45,799 shares
    Change vs previous 13F +686 shares

    2.22% of the 13F portfolio, value $10,975,272.

    13F-HR 0001898296-25-000010 filed by Vickerman Investment Advisors, 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 45,113 shares
    Change vs previous 13F +2,246 shares

    2.11% of the 13F portfolio, value $9,804,408.

    13F-HR 0001898131-25-000003 filed by Vickerman Investment Advisors, 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 42,867 shares
    Change vs previous 13F +3,950 shares

    1.92% of the 13F portfolio, value $8,464,557.

    13F-HR 0001898296-25-000005 filed by Vickerman Investment Advisors, 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 38,917 shares
    Change vs previous 13F -641 shares

    2.37% of the 13F portfolio, value $8,731,074.

    13F-HR 0001898296-25-000001 filed by Vickerman Investment Advisors, 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 39,558 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $7,926,277.

    13F-HR 0001898296-24-000008 filed by Vickerman Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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