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Disclosery

Asset One Wealth Management LLC: XLI position timeline

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

Asset One Wealth Management LLC held 6,310 XLI 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 6,310 shares
    Change vs previous 13F +842 shares

    0.12% of the 13F portfolio, value $1,136,179.

    13F-HR 0002110759-26-000003 filed by Asset One Wealth Management 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 5,468 shares
    Change vs previous 13F +247 shares

    0.1% of the 13F portfolio, value $937,434.

    13F-HR 0002110759-26-000002 filed by Asset One Wealth Management 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 5,221 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $874,674.

    13F-HR 0002110759-26-000001 filed by Asset One Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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