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Disclosery

Alexis Investment Partners, LLC: XLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alexis Investment Partners, LLC on XLI, newest first. How the timeline and the estimate are built.

Alexis Investment Partners, LLC held 14,543 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,543 shares
    Change vs previous 13F +512 shares

    1.55% of the 13F portfolio, value $2,657,879.

    13F-HR 0002054271-26-000003 filed by Alexis Investment Partners, 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 14,031 shares
    Change vs previous 13F +1,087 shares

    1.51% of the 13F portfolio, value $2,197,395.

    13F-HR 0002054271-26-000002 filed by Alexis Investment Partners, 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 12,944 shares
    Change vs previous 13F +432 shares

    0.75% of the 13F portfolio, value $2,022,679.

    13F-HR 0002054271-26-000001 filed by Alexis Investment Partners, 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 12,512 shares
    Change vs previous 13F +1,953 shares

    0.77% of the 13F portfolio, value $1,916,797.

    13F-HR 0002054271-25-000005 filed by Alexis Investment Partners, 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 10,559 shares
    Change vs previous 13F +483 shares

    0.67% of the 13F portfolio, value $1,551,116.

    13F-HR 0002054271-25-000004 filed by Alexis Investment Partners, 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 10,076 shares
    Change vs previous 13F +814 shares

    0.63% of the 13F portfolio, value $1,312,854.

    13F-HR 0002054271-25-000002 filed by Alexis Investment Partners, 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 9,262 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,221,653.

    13F-HR 0002054271-25-000001 filed by Alexis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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