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CAPE ANN SAVINGS BANK: XLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPE ANN SAVINGS BANK on XLI, newest first. How the timeline and the estimate are built.

CAPE ANN SAVINGS BANK held 5,969 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,969 shares
    Change vs previous 13F -60 shares

    0.52% of the 13F portfolio, value $1,105,638.

    13F-HR 0000936938-26-000003 filed by CAPE ANN SAVINGS BANK
    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 6,029 shares
    Change vs previous 13F +101 shares

    0.49% of the 13F portfolio, value $975,070.

    13F-HR 0000936938-26-000002 filed by CAPE ANN SAVINGS BANK
    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 5,928 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $919,551.

    13F-HR 0000936938-26-000001 filed by CAPE ANN SAVINGS BANK
    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 5,928 shares
    Change vs previous 13F -155 shares

    0.49% of the 13F portfolio, value $914,275.

    13F-HR 0000936938-25-000008 filed by CAPE ANN SAVINGS BANK
    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 6,083 shares
    Change vs previous 13F +57 shares

    0.54% of the 13F portfolio, value $897,364.

    13F-HR 0000936938-25-000005 filed by CAPE ANN SAVINGS BANK
    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 6,026 shares
    Change vs previous 13F -65 shares

    0.5% of the 13F portfolio, value $789,828.

    13F-HR 0000936938-25-000004 filed by CAPE ANN SAVINGS BANK
    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 6,091 shares
    Change vs previous 13F -452 shares

    0.47% of the 13F portfolio, value $802,550.

    13F-HR 0000936938-25-000001 filed by CAPE ANN SAVINGS BANK
    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 6,543 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $886,184.

    13F-HR 0000936938-24-000004 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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