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Disclosery

Cooksen Wealth, LLC: XLI position timeline

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

Cooksen Wealth, LLC held 29,089 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,089 shares
    Change vs previous 13F +893 shares

    3.4% of the 13F portfolio, value $5,388,205.

    13F-HR 0001214659-26-009193 filed by Cooksen 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 28,196 shares
    Change vs previous 13F +848 shares

    3.31% of the 13F portfolio, value $4,560,154.

    13F-HR 0001214659-26-005313 filed by Cooksen 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 27,348 shares
    Change vs previous 13F +479 shares

    3.1% of the 13F portfolio, value $4,242,205.

    13F-HR 0001214659-26-000626 filed by Cooksen 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 26,869 shares
    Change vs previous 13F +940 shares

    3.09% of the 13F portfolio, value $4,143,955.

    13F-HR 0001214659-25-015566 filed by Cooksen 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 25,929 shares
    Change vs previous 13F +3,811 shares

    3.07% of the 13F portfolio, value $3,825,104.

    13F-HR 0001214659-25-012294 filed by Cooksen 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 22,118 shares
    Change vs previous 13F -2,188 shares

    2.83% of the 13F portfolio, value $2,785,983.

    13F-HR 0001214659-25-006583 filed by Cooksen 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 24,306 shares
    Change vs previous 13F +394 shares

    2.95% of the 13F portfolio, value $3,202,559.

    13F-HR 0001214659-25-001615 filed by Cooksen 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 23,912 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $3,238,641.

    13F-HR 0001214659-24-017870 filed by Cooksen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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