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Focus Partners Wealth: XLY position timeline

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

Focus Partners Wealth held 3,025,015 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,025,015 shares
    Change vs previous 13F +5,093 shares

    0.32% of the 13F portfolio, value $354,773,807.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,022,702 shares
    • Focus Partners Advisor Solutions, LLC: 2,313 shares

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

  2. period ended2026-03-31
    13F 3,019,922 shares
    Change vs previous 13F -29,801 shares

    0.33% of the 13F portfolio, value $329,111,211.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,017,721 shares
    • Focus Partners Advisor Solutions, LLC: 2,201 shares

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

  3. period ended2025-12-31
    13F 3,049,723 shares
    Change vs previous 13F +1,538,691 shares

    0.38% of the 13F portfolio, value $364,224,276.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,046,790 shares
    • Focus Partners Advisor Solutions, LLC: 2,933 shares

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

  4. period ended2025-09-30
    13F 1,511,032 shares
    Change vs previous 13F +1,491,519 shares

    0.58% of the 13F portfolio, value $362,102,674.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 19,513 shares
    Change vs previous 13F -540 shares

    0.01% of the 13F portfolio, value $4,240,878.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 20,053 shares
    Change vs previous 13F -2,426 shares

    0.01% of the 13F portfolio, value $3,959,925.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 20,053 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  7. period ended2024-12-31
    13F/A 22,479 shares
    Change vs previous 13F +6,663 shares

    0.01% of the 13F portfolio, value $5,043,611.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 20,845 shares
    • Focus Partners Advisor Solutions, LLC: 1,634 shares

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

  8. period ended2024-09-30
    13F 15,816 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,169,203.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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