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Disclosery

Blue Chip Partners, LLC: XLI position timeline

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

Blue Chip Partners, LLC held 8,522 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,522 shares
    Change vs previous 13F +618 shares

    0.1% of the 13F portfolio, value $1,578,567.

    13F-HR 0001632801-26-000004 filed by Blue Chip Partners, 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 7,904 shares
    Change vs previous 13F -1,258 shares

    0.09% of the 13F portfolio, value $1,278,327.

    13F-HR 0001632801-26-000003 filed by Blue Chip Partners, 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 9,162 shares
    Change vs previous 13F +1,305 shares

    0.1% of the 13F portfolio, value $1,421,263.

    13F-HR 0001632801-26-000001 filed by Blue Chip Partners, 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 7,857 shares
    Change vs previous 13F -658 shares

    0.09% of the 13F portfolio, value $1,211,795.

    13F-HR 0001632801-25-000009 filed by Blue Chip Partners, 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 8,515 shares
    Change vs previous 13F -889 shares

    0.1% of the 13F portfolio, value $1,256,204.

    13F-HR 0001632801-25-000005 filed by Blue Chip Partners, 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 9,404 shares
    Change vs previous 13F -7,956 shares

    0.11% of the 13F portfolio, value $1,232,573.

    13F-HR 0001632801-25-000004 filed by Blue Chip Partners, 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 17,360 shares
    Change vs previous 13F +3,751 shares

    0.2% of the 13F portfolio, value $2,287,409.

    13F-HR 0001632801-25-000002 filed by Blue Chip Partners, 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 13,609 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,843,219.

    13F-HR 0001632801-24-000006 filed by Blue Chip Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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