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Astoria Portfolio Advisors LLC.: XLI position timeline

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

Astoria Portfolio Advisors LLC. held 2,395 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,395 shares
    Change vs previous 13F +83 shares

    0.07% of the 13F portfolio, value $443,537.

    13F-HR 0001931642-26-000005 filed by Astoria Portfolio Advisors 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 2,312 shares
    Change vs previous 13F -30 shares

    0.09% of the 13F portfolio, value $398,768.

    13F-HR 0001931642-26-000004 filed by Astoria Portfolio Advisors 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 2,342 shares
    Change vs previous 13F -352 shares

    0.09% of the 13F portfolio, value $409,366.

    13F-HR 0001931642-26-000001 filed by Astoria Portfolio Advisors 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 2,694 shares
    Change vs previous 13F -1,091 shares

    0.11% of the 13F portfolio, value $419,222.

    13F-HR 0001931642-25-000008 filed by Astoria Portfolio Advisors 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 3,785 shares
    Change vs previous 13F -92 shares

    0.16% of the 13F portfolio, value $580,904.

    13F-HR 0001931642-25-000007 filed by Astoria Portfolio Advisors 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 3,877 shares
    Change vs previous 13F -1,242 shares

    0.17% of the 13F portfolio, value $489,291.

    13F-HR 0001931642-25-000005 filed by Astoria Portfolio Advisors 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 5,119 shares
    Change vs previous 13F +1,339 shares

    0.25% of the 13F portfolio, value $688,132.

    13F-HR 0001931642-25-000001 filed by Astoria Portfolio Advisors 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 3,780 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $523,208.

    13F-HR 0001931642-24-000005 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

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