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Disclosery

CHANNEL WEALTH LLC: XLI position timeline

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

CHANNEL WEALTH LLC held 20,932 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 20,932 shares
    Change vs previous 13F +1,055 shares

    0.87% of the 13F portfolio, value $3,877,264.

    13F-HR 0001975550-26-000004 filed by CHANNEL WEALTH LLC
    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 19,877 shares
    Change vs previous 13F +3,746 shares

    0.78% of the 13F portfolio, value $3,214,707.

    13F-HR 0001975550-26-000003 filed by CHANNEL WEALTH LLC
    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 16,131 shares
    Change vs previous 13F +405 shares

    0.63% of the 13F portfolio, value $2,502,241.

    13F-HR 0001975550-26-000001 filed by CHANNEL WEALTH LLC
    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 15,726 shares
    Change vs previous 13F -2,562 shares

    0.65% of the 13F portfolio, value $2,425,421.

    13F-HR 0001975550-25-000006 filed by CHANNEL WEALTH LLC
    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 18,288 shares
    Change vs previous 13F -5,033 shares

    0.76% of the 13F portfolio, value $2,697,846.

    13F-HR 0001831193-25-000005 filed by CHANNEL WEALTH LLC
    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 23,321 shares
    Change vs previous 13F -3,038 shares

    0.95% of the 13F portfolio, value $3,056,683.

    13F-HR 0001975550-25-000003 filed by CHANNEL WEALTH LLC
    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 26,359 shares
    Change vs previous 13F +22,481 shares

    1.13% of the 13F portfolio, value $3,473,062.

    13F-HR 0001975550-25-000001 filed by CHANNEL WEALTH LLC
    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 3,878 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $525,236.

    13F-HR 0001975550-24-000009 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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