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Disclosery

4WEALTH ADVISORS, INC.: XLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on XLI, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 5,982 XLI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,982 shares
    Change vs previous 13F +558 shares

    0.7% of the 13F portfolio, value $1,011,770.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,424 shares
    Change vs previous 13F +234 shares

    0.76% of the 13F portfolio, value $991,303.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,190 shares
    Change vs previous 13F +390 shares

    0.69% of the 13F portfolio, value $812,808.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,800 shares
    Change vs previous 13F -529 shares

    0.64% of the 13F portfolio, value $744,575.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,329 shares
    Change vs previous 13F -440 shares

    0.76% of the 13F portfolio, value $821,898.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,769 shares
    Change vs previous 13F +125 shares

    0.88% of the 13F portfolio, value $851,097.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,644 shares
    Change vs previous 13F -620 shares

    0.82% of the 13F portfolio, value $739,780.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,264 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $825,332.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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