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Disclosery

Chicago Wealth Management, Inc.: XLI position timeline

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

Chicago Wealth Management, Inc. held 88,271 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,271 shares
    Change vs previous 13F +788 shares

    5.8% of the 13F portfolio, value $16,350,383.

    13F-HR 0001592178-26-000004 filed by Chicago Wealth Management, Inc.
    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 87,483 shares
    Change vs previous 13F +440 shares

    5.65% of the 13F portfolio, value $14,148,691.

    13F-HR 0001592178-26-000003 filed by Chicago Wealth Management, Inc.
    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 87,043 shares
    Change vs previous 13F +105 shares

    5.43% of the 13F portfolio, value $13,502,103.

    13F-HR 0001592178-26-000002 filed by Chicago Wealth Management, Inc.
    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 86,938 shares
    Change vs previous 13F -478 shares

    5.84% of the 13F portfolio, value $13,408,514.

    13F-HR 0001592178-25-000008 filed by Chicago Wealth Management, Inc.
    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 87,416 shares
    Change vs previous 13F -1,040 shares

    6.15% of the 13F portfolio, value $12,895,612.

    13F-HR 0001592178-25-000007 filed by Chicago Wealth Management, Inc.
    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 88,456 shares
    Change vs previous 13F +957 shares

    6.08% of the 13F portfolio, value $11,593,963.

    13F-HR 0001592178-25-000002 filed by Chicago Wealth Management, Inc.
    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 87,499 shares
    Change vs previous 13F +2,412 shares

    5.99% of the 13F portfolio, value $11,528,934.

    13F-HR 0001592178-25-000001 filed by Chicago Wealth Management, Inc.
    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 85,087 shares
    Change vs previous 13F not available

    6.15% of the 13F portfolio, value $11,524,156.

    13F-HR 0001592178-24-000005 filed by Chicago Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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