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Wealthstar Advisors, LLC: XLY position timeline

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

Wealthstar Advisors, LLC held 3,655 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,655 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $428,634.

    13F-HR 0002085853-26-000912 filed by Wealthstar Advisors, LLC
    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 3,651 shares
    Change vs previous 13F +3 shares

    0.24% of the 13F portfolio, value $397,922.

    13F-HR 0002085853-26-000514 filed by Wealthstar Advisors, LLC
    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 3,648 shares
    Change vs previous 13F +1,826 shares

    0.24% of the 13F portfolio, value $435,609.

    13F-HR 0002085853-26-000148 filed by Wealthstar Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,822 shares
    Change vs previous 13F +55 shares

    0.17% of the 13F portfolio, value $436,707.

    13F-HR 0002085853-25-000254 filed by Wealthstar Advisors, LLC
    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 1,767 shares
    Change vs previous 13F -168 shares

    0.14% of the 13F portfolio, value $384,028.

    13F-HR 0001667731-25-000936 filed by Wealthstar Advisors, LLC
    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 1,935 shares
    Change vs previous 13F +12 shares

    0.17% of the 13F portfolio, value $382,076.

    13F-HR 0001667731-25-000522 filed by Wealthstar Advisors, LLC
    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 1,923 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $431,476.

    13F-HR 0001667731-25-000148 filed by Wealthstar Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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