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Certified Advisory Corp: XLI position timeline

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

Certified Advisory Corp held 24,163 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,163 shares
    Change vs previous 13F -181 shares

    0.36% of the 13F portfolio, value $4,475,776.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 24,344 shares
    Change vs previous 13F +272 shares

    0.35% of the 13F portfolio, value $3,937,124.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 24,072 shares
    Change vs previous 13F +1 shares

    0.34% of the 13F portfolio, value $3,734,016.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 24,071 shares
    Change vs previous 13F -82 shares

    0.35% of the 13F portfolio, value $3,712,510.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 24,153 shares
    Change vs previous 13F -487 shares

    0.37% of the 13F portfolio, value $3,563,093.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 24,640 shares
    Change vs previous 13F -287 shares

    0.37% of the 13F portfolio, value $3,229,560.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 24,927 shares
    Change vs previous 13F -76 shares

    0.36% of the 13F portfolio, value $3,284,325.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 25,003 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,386,450.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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