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Disclosery

Bank of Marin: XLI position timeline

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

Bank of Marin held 12,095 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 12,095 shares
    Change vs previous 13F +108 shares

    1.56% of the 13F portfolio, value $2,240,356.

    13F-HR 0001628280-26-056805 filed by Bank of Marin
    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 11,987 shares
    Change vs previous 13F +708 shares

    1.41% of the 13F portfolio, value $1,938,657.

    13F-HR 0001628280-26-034926 filed by Bank of Marin
    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 11,279 shares
    Change vs previous 13F -89 shares

    1.21% of the 13F portfolio, value $1,749,598.

    13F-HR 0001628280-26-008268 filed by Bank of Marin
    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 11,368 shares
    Change vs previous 13F -552 shares

    1.24% of the 13F portfolio, value $1,753,286.

    13F-HR 0001628280-25-049072 filed by Bank of Marin
    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 11,920 shares
    Change vs previous 13F +11,920 shares

    1.33% of the 13F portfolio, value $1,758,438.

    13F-HR 0001801145-25-000006 filed by Bank of Marin
    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 0 shares
    Change vs previous 13F -12,818 shares

    13F-HR 0001801145-25-000004 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 12,818 shares
    Change vs previous 13F +254 shares

    1.34% of the 13F portfolio, value $1,688,899.

    13F-HR 0001801145-25-000002 filed by Bank of Marin
    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 12,564 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,701,668.

    13F-HR 0001801145-24-000008 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

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