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PGIM INVESTMENTS LLC: XLY position timeline

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

PGIM INVESTMENTS LLC held 2,501,017 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,501,017 shares
    Change vs previous 13F +73,926 shares

    3.67% of the 13F portfolio, value $293,319,314.

    13F-HR 0001137774-26-000189 filed by PGIM Custom Harvest 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 2,427,091 shares
    Change vs previous 13F -840,694 shares

    4.13% of the 13F portfolio, value $264,504,365.

    13F-HR 0001137774-26-000113 filed by PGIM Custom Harvest 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 3,267,785 shares
    Change vs previous 13F +1,662,795 shares

    5.76% of the 13F portfolio, value $390,206,204.

    13F-HR 0001137774-26-000060 filed by PGIM Custom Harvest 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 1,604,990 shares
    Change vs previous 13F +26,198 shares

    5.79% of the 13F portfolio, value $384,619,882.

    13F-HR 0001137774-25-000200 filed by PGIM Custom Harvest 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 1,578,792 shares
    Change vs previous 13F +120,430 shares

    7.07% of the 13F portfolio, value $343,118,829.

    13F-HR 0001137774-25-000134 filed by PGIM Custom Harvest 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 1,458,362 shares
    Change vs previous 13F -40,061 shares

    6.88% of the 13F portfolio, value $287,967,978.

    13F-HR 0001137774-25-000071 filed by PGIM Custom Harvest 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 1,498,423 shares
    Change vs previous 13F +12,826 shares

    6.57% of the 13F portfolio, value $336,171,339.

    13F-HR 0001137774-25-000038 filed by PGIM Custom Harvest 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 1,485,597 shares
    Change vs previous 13F not available

    6.02% of the 13F portfolio, value $297,669,120.

    13F-HR 0001137774-24-000270 filed by PGIM Custom Harvest LLC
    Filed (acceptance time not in the bulk data set), ingested

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