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Disclosery

New York Life Investment Management LLC: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New York Life Investment Management LLC on XLF, newest first. How the timeline and the estimate are built.

New York Life Investment Management LLC held 128,571 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,571 shares
    Change vs previous 13F +46,667 shares

    0.05% of the 13F portfolio, value $6,892,691.

    13F-HR 0001133639-26-000005 filed by New York Life Investment Management 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 81,904 shares
    Change vs previous 13F +15,507 shares

    0.03% of the 13F portfolio, value $4,043,600.

    13F-HR 0001133639-26-000002 filed by New York Life Investment Management 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 66,397 shares
    Change vs previous 13F -81,018 shares

    0.03% of the 13F portfolio, value $3,636,584.

    13F-HR 0001133639-26-000001 filed by New York Life Investment Management 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 147,415 shares
    Change vs previous 13F -9,968 shares

    0.07% of the 13F portfolio, value $7,941,246.

    13F-HR 0001133639-25-000002 filed by New York Life Investment Management 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 157,383 shares
    Change vs previous 13F +112,121 shares

    0.08% of the 13F portfolio, value $8,242,147.

    13F-HR 0001085146-25-004443 filed by New York Life Investment Management 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 45,262 shares
    Change vs previous 13F -174,785 shares

    0.02% of the 13F portfolio, value $2,254,992.

    13F-HR 0001085146-25-002757 filed by New York Life Investment Management 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 220,047 shares
    Change vs previous 13F +39,236 shares

    0.1% of the 13F portfolio, value $10,634,894.

    13F-HR 0001085146-25-000773 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 180,811 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,194,376.

    13F-HR 0001085146-24-005419 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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