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Bramshill Investments, LLC: XLI position timeline

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

Bramshill Investments, LLC held 5,138 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 5,138 shares
    Change vs previous 13F +888 shares

    0.07% of the 13F portfolio, value $951,712.

    13F-HR 0001214659-26-010163 filed by Bramshill Investments, 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 4,250 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $687,353.

    13F-HR 0001214659-26-006351 filed by Bramshill Investments, 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 4,250 shares
    Change vs previous 13F -1,000 shares

    0.04% of the 13F portfolio, value $659,260.

    13F-HR 0001214659-26-001832 filed by Bramshill Investments, 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 5,250 shares
    Change vs previous 13F -3,250 shares

    0.06% of the 13F portfolio, value $809,708.

    13F-HR 0001214659-25-016489 filed by Bramshill Investments, 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 8,500 shares
    Change vs previous 13F -6,500 shares

    0.13% of the 13F portfolio, value $1,253,920.

    13F-HR 0001214659-25-012046 filed by Bramshill Investments, 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 15,000 shares
    Change vs previous 13F +2,223 shares

    0.2% of the 13F portfolio, value $1,966,050.

    13F-HR 0001214659-25-007675 filed by Bramshill Investments, 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 12,777 shares
    Change vs previous 13F +8,327 shares

    0.26% of the 13F portfolio, value $1,683,498.

    13F-HR 0001214659-25-002793 filed by Bramshill Investments, 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 4,450 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $602,708.

    13F-HR 0001214659-24-018816 filed by Bramshill Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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