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Disclosery

CHARTIST INC /CA/: XLI position timeline

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

CHARTIST INC /CA/ held 4,894 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,894 shares
    Change vs previous 13F -64 shares

    0.57% of the 13F portfolio, value $906,505.

    13F-HR 0001129770-26-000003 filed by CHARTIST INC /CA/
    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 4,958 shares
    Change vs previous 13F -68 shares

    0.58% of the 13F portfolio, value $801,833.

    13F-HR 0001129770-26-000002 filed by CHARTIST INC /CA/
    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 5,026 shares
    Change vs previous 13F -70 shares

    0.53% of the 13F portfolio, value $779,593.

    13F-HR 0001129770-26-000001 filed by CHARTIST INC /CA/
    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 5,096 shares
    Change vs previous 13F -845 shares

    0.54% of the 13F portfolio, value $785,897.

    13F-HR 0001129770-25-000008 filed by CHARTIST INC /CA/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 5,941 shares
    Change vs previous 13F -96 shares

    0.41% of the 13F portfolio, value $782,828.

    13F-HR 0001129770-25-000001 filed by CHARTIST INC /CA/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 6,037 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $817,674.

    13F-HR 0001129770-24-000004 filed by CHARTIST INC /CA/
    Filed (acceptance time not in the bulk data set), ingested

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