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Algorithmic Investment Models, LLC: XLI position timeline

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

Algorithmic Investment Models, LLC held 28,883 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,883 shares
    Change vs previous 13F -4,843 shares

    6.19% of the 13F portfolio, value $5,349,998.

    13F-HR 0001172661-26-003158 filed by Algorithmic Investment Models, 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 33,726 shares
    Change vs previous 13F -5,948 shares

    6.73% of the 13F portfolio, value $5,454,579.

    13F-HR 0001172661-26-001908 filed by Algorithmic Investment Models, 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 39,674 shares
    Change vs previous 13F -999 shares

    7.59% of the 13F portfolio, value $6,154,255.

    13F-HR 0001172661-26-000565 filed by Algorithmic Investment Models, 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 40,673 shares
    Change vs previous 13F -1,565 shares

    4.16% of the 13F portfolio, value $6,273,096.

    13F-HR 0001172661-25-004663 filed by Algorithmic Investment Models, 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 42,238 shares
    Change vs previous 13F +2,850 shares

    4.26% of the 13F portfolio, value $6,230,945.

    13F-HR 0001172661-25-002991 filed by Algorithmic Investment Models, 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 39,388 shares
    Change vs previous 13F -3,899 shares

    3.8% of the 13F portfolio, value $5,162,585.

    13F-HR 0001172661-25-002032 filed by Algorithmic Investment Models, 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 43,287 shares
    Change vs previous 13F +6,875 shares

    4.4% of the 13F portfolio, value $5,703,437.

    13F-HR 0001172661-25-001067 filed by Algorithmic Investment Models, 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 36,412 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $4,931,712.

    13F-HR 0001172661-24-004462 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

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