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Disclosery

BROWN, LISLE/CUMMINGS, INC.: XLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN, LISLE/CUMMINGS, INC. on XLI, newest first. How the timeline and the estimate are built.

BROWN, LISLE/CUMMINGS, INC. held 15,271 XLI shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,271 shares
    Change vs previous 13F +7 shares

    0.63% of the 13F portfolio, value $2,828,647.

    13F-HR 0000014745-26-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 15,264 shares
    Change vs previous 13F -184 shares

    0.62% of the 13F portfolio, value $2,468,647.

    13F-HR 0000014745-26-000003 filed by BROWN, LISLE/CUMMINGS, INC.
    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 15,448 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $2,396,294.

    13F-HR 0000014745-26-000001 filed by BROWN, LISLE/CUMMINGS, INC.
    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 15,448 shares
    Change vs previous 13F -130 shares

    0.61% of the 13F portfolio, value $2,382,545.

    13F-HR 0000014745-25-000008 filed by BROWN, LISLE/CUMMINGS, INC.
    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 15,578 shares
    Change vs previous 13F +386 shares

    0.61% of the 13F portfolio, value $2,298,067.

    13F-HR 0000014745-25-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    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 15,192 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,991,215.

    13F-HR 0000014745-25-000005 filed by BROWN, LISLE/CUMMINGS, INC.
    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 15,192 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $2,001,698.

    13F-HR 0000014745-25-000001 filed by BROWN, LISLE/CUMMINGS, INC.
    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 15,192 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,057,604.

    13F-HR 0000014745-24-000014 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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