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Disclosery

Activest Wealth Management: XLI position timeline

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

Activest Wealth Management held 6,151 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,151 shares
    Change vs previous 13F -290 shares

    0.22% of the 13F portfolio, value $1,139,353.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 6,441 shares
    Change vs previous 13F -658 shares

    0.18% of the 13F portfolio, value $1,041,671.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 7,099 shares
    Change vs previous 13F +1,353 shares

    0.21% of the 13F portfolio, value $1,101,159.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 5,746 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $886,253.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 5,746 shares
    Change vs previous 13F -3,423 shares

    0.2% of the 13F portfolio, value $847,616.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 9,169 shares
    Change vs previous 13F +1,141 shares

    0.32% of the 13F portfolio, value $1,201,744.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 8,028 shares
    Change vs previous 13F +2,123 shares

    0.3% of the 13F portfolio, value $1,057,775.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 5,905 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $799,818.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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