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Disclosery

Vigilare Wealth Management: XLY position timeline

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

Vigilare Wealth Management held 1,939 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 1,939 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $227,401.

    13F-HR 0001730889-26-000003 filed by Vigilare Wealth Management
    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 1,939 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $211,308.

    13F-HR 0001730889-26-000002 filed by Vigilare Wealth Management
    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 1,939 shares
    Change vs previous 13F +1,001 shares

    0.08% of the 13F portfolio, value $231,531.

    13F-HR 0001730889-26-000001 filed by Vigilare Wealth Management
    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 938 shares
    Change vs previous 13F -32 shares

    0.08% of the 13F portfolio, value $224,782.

    13F-HR 0001730889-25-000006 filed by Vigilare Wealth Management
    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 970 shares
    Change vs previous 13F +970 shares

    0.08% of the 13F portfolio, value $210,762.

    13F-HR 0001730889-25-000004 filed by Vigilare Wealth Management
    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 -938 shares

    13F-HR 0001730889-25-000003 filed by Vigilare Wealth Management
    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 938 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $210,440.

    13F-HR 0001730889-25-000001 filed by Vigilare Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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