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Disclosery

CMH Wealth Management LLC: XLI position timeline

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

CMH Wealth Management LLC held 31,001 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,001 shares
    Change vs previous 13F -437 shares

    0.88% of the 13F portfolio, value $5,742,316.

    13F-HR 0001657516-26-000004 filed by CMH Wealth Management 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 31,438 shares
    Change vs previous 13F +2,259 shares

    0.87% of the 13F portfolio, value $5,084,468.

    13F-HR 0001657516-26-000003 filed by CMH Wealth Management 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 29,179 shares
    Change vs previous 13F -410 shares

    0.97% of the 13F portfolio, value $4,526,247.

    13F-HR 0001657516-26-000001 filed by CMH Wealth Management 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 29,589 shares
    Change vs previous 13F -29,092 shares

    0.97% of the 13F portfolio, value $4,563,512.

    13F-HR 0001657516-25-000008 filed by CMH Wealth Management 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 58,681 shares
    Change vs previous 13F -1,323 shares

    2.01% of the 13F portfolio, value $8,656,622.

    13F-HR 0001657516-25-000004 filed by CMH Wealth Management 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 60,004 shares
    Change vs previous 13F -136 shares

    1.97% of the 13F portfolio, value $7,864,724.

    13F-HR 0001657516-25-000003 filed by CMH Wealth Management 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 60,140 shares
    Change vs previous 13F +1,649 shares

    1.81% of the 13F portfolio, value $7,924,047.

    13F-HR 0001657516-25-000002 filed by CMH Wealth Management 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 58,491 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $7,922,022.

    13F-HR 0001657516-24-000008 filed by CMH Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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