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Disclosery

Campbell Wealth Management: XLI position timeline

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

Campbell Wealth Management held 315,965 XLI shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 315,965 shares
    Change vs previous 13F +6,057 shares

    3.75% of the 13F portfolio, value $41,632,000.

    13F-HR 0001736648-25-000001 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 309,908 shares
    Change vs previous 13F +4,440 shares

    3.74% of the 13F portfolio, value $41,974,000.

    13F-HR 0001736648-24-000005 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 305,468 shares
    Change vs previous 13F +8,929 shares

    12.02% of the 13F portfolio, value $37,227,000.

    13F-HR 0001736648-24-000003 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 296,539 shares
    Change vs previous 13F -50,506 shares

    3.71% of the 13F portfolio, value $37,352,000.

    13F-HR 0001736648-24-000002 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 347,045 shares
    Change vs previous 13F +7,516 shares

    4.69% of the 13F portfolio, value $39,560,000.

    13F-HR 0001736648-24-000001 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 339,529 shares
    Change vs previous 13F -9,373 shares

    4.19% of the 13F portfolio, value $34,421,000.

    13F-HR 0001736648-23-000005 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F/A 348,902 shares
    Change vs previous 13F +8,851 shares

    4.81% of the 13F portfolio, value $37,444,000.

    13F-HR/A 0001736648-23-000004 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 340,051 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $34,406,000.

    13F-HR 0001736648-23-000002 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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