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Ameritas Investment Partners, Inc.: XLY position timeline

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

Ameritas Investment Partners, Inc. held 41,496 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 41,496 shares
    Change vs previous 13F +21,722 shares

    0.06% of the 13F portfolio, value $4,866,736.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 6,771 shares
    • Ameritas Advisory Services, LLC: 34,725 shares

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

  2. period ended2026-03-31
    13F 19,774 shares
    Change vs previous 13F -1,125 shares

    0.04% of the 13F portfolio, value $2,155,023.

    13F-HR 0001901275-26-000006 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 5,783 shares
    • Ameritas Advisory Services, LLC: 13,991 shares

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

  3. period ended2025-12-31
    13F 20,899 shares
    Change vs previous 13F +16,420 shares

    0.04% of the 13F portfolio, value $2,495,513.

    13F-HR 0001901275-26-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 5,750 shares
    • Ameritas Advisory Services, LLC: 15,149 shares

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

  4. period ended2025-09-30
    13F 4,479 shares
    Change vs previous 13F -8,226 shares

    0.02% of the 13F portfolio, value $1,073,329.

    13F-HR 0001901275-25-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 1,866 shares
    • Ameritas Advisory Services, LLC: 2,613 shares

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

  5. period ended2025-06-30
    13F 12,705 shares
    Change vs previous 13F -3,789 shares

    0.05% of the 13F portfolio, value $2,761,131.

    13F-HR 0001901275-25-000012 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 340 shares
    • Ameritas Advisory Services, LLC: 12,365 shares

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

  6. period ended2025-03-31
    13F 16,494 shares
    Change vs previous 13F -3,283 shares

    0.06% of the 13F portfolio, value $3,346,743.

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 340 shares
    • Ameritas Advisory Services, LLC: 16,154 shares

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

  7. period ended2024-12-31
    13F 19,777 shares
    Change vs previous 13F +590 shares

    0.07% of the 13F portfolio, value $4,436,852.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 335 shares
    • Ameritas Advisory Services, LLC: 19,442 shares

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

  8. period ended2024-09-30
    13F 19,187 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,844,401.

    13F-HR 0001901275-24-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 360 shares
    • Ameritas Advisory Services, LLC: 18,827 shares

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