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Disclosery

Vilga Financial Planning LLC: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vilga Financial Planning LLC on XLY, newest first. How the timeline and the estimate are built.

Vilga Financial Planning LLC held 9,252 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,252 shares
    Change vs previous 13F +214 shares

    0.6% of the 13F portfolio, value $1,006,988.

    13F-HR 0001085146-26-000834 filed by Vilga Financial Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,038 shares
    Change vs previous 13F +290 shares

    0.8% of the 13F portfolio, value $1,059,977.

    13F-HR 0002083456-26-000003 filed by Vilga Financial Planning LLC
    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 8,748 shares
    Change vs previous 13F +469 shares

    0.85% of the 13F portfolio, value $953,357.

    13F-HR 0002083456-26-000002 filed by Vilga Financial Planning LLC
    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 8,279 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $988,595.

    13F-HR 0002083456-26-000001 filed by Vilga Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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