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Disclosery

Biltmore Wealth Management, LLC: XLI position timeline

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

Biltmore Wealth Management, LLC held 221,126 XLI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 221,126 shares
    Change vs previous 13F +7,226 shares

    11.44% of the 13F portfolio, value $36,923,569.

    13F-HR 0001085146-26-000865 filed by Biltmore Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 213,900 shares
    Change vs previous 13F +774 shares

    12.37% of the 13F portfolio, value $39,620,617.

    13F-HR 0001598102-26-000003 filed by Biltmore 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 ended2026-03-31
    13F 213,126 shares
    Change vs previous 13F -10,890 shares

    12.26% of the 13F portfolio, value $34,468,911.

    13F-HR 0001598102-26-000002 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 224,016 shares
    Change vs previous 13F -3,678 shares

    13.12% of the 13F portfolio, value $34,749,407.

    13F-HR 0001598102-26-000001 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 227,694 shares
    Change vs previous 13F +3,231 shares

    13.4% of the 13F portfolio, value $35,117,301.

    13F-HR 0001598102-25-000002 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 224,463 shares
    Change vs previous 13F -4,631 shares

    13.4% of the 13F portfolio, value $33,112,834.

    13F-HR 0001085146-25-003687 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 229,094 shares
    Change vs previous 13F -1,833 shares

    12.67% of the 13F portfolio, value $30,027,339.

    13F-HR 0001085146-25-002130 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 230,927 shares
    Change vs previous 13F not available

    12.67% of the 13F portfolio, value $30,426,945.

    13F-HR 0001085146-25-000166 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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