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Disclosery

Brick & Kyle, Associates: XLI position timeline

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

Brick & Kyle, Associates held 1,950 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,950 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $315,374.

    13F-HR 0001632253-26-000006 filed by Brick & Kyle, Associates
    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 1,950 shares
    Change vs previous 13F -2,339 shares

    0.1% of the 13F portfolio, value $315,374.

    13F-HR 0001632253-26-000005 filed by Brick & Kyle, Associates
    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 4,289 shares
    Change vs previous 13F +4 shares

    0.24% of the 13F portfolio, value $665,000.

    13F-HR 0001632253-26-000001 filed by Brick & Kyle, Associates
    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 4,285 shares
    Change vs previous 13F +6 shares

    0.24% of the 13F portfolio, value $661,000.

    13F-HR 0001632253-25-000005 filed by Brick & Kyle, Associates
    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 4,279 shares
    Change vs previous 13F +4 shares

    0.29% of the 13F portfolio, value $645,000.

    13F-HR 0001632253-25-000004 filed by Brick & Kyle, Associates
    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 4,275 shares
    Change vs previous 13F +94 shares

    0.26% of the 13F portfolio, value $556,000.

    13F-HR 0001632253-25-000002 filed by Brick & Kyle, Associates
    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 4,181 shares
    Change vs previous 13F +6 shares

    0.23% of the 13F portfolio, value $551,000.

    13F-HR 0001632253-25-000001 filed by Brick & Kyle, Associates
    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 4,175 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $565,000.

    13F-HR 0001632253-24-000004 filed by Brick & Kyle, Associates
    Filed (acceptance time not in the bulk data set), ingested

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