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Disclosery

COURIER CAPITAL LLC: XLI position timeline

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

COURIER CAPITAL LLC held 22,630 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,630 shares
    Change vs previous 13F -326 shares

    0.21% of the 13F portfolio, value $4,191,708.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 22,956 shares
    Change vs previous 13F +1,771 shares

    0.21% of the 13F portfolio, value $3,712,744.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 21,185 shares
    Change vs previous 13F +900 shares

    0.18% of the 13F portfolio, value $3,286,124.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 20,285 shares
    Change vs previous 13F -1,221 shares

    0.18% of the 13F portfolio, value $3,128,596.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 21,506 shares
    Change vs previous 13F -12,687 shares

    0.19% of the 13F portfolio, value $3,172,614.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 34,193 shares
    Change vs previous 13F +1,662 shares

    0.29% of the 13F portfolio, value $4,481,647.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 32,531 shares
    Change vs previous 13F -346 shares

    0.3% of the 13F portfolio, value $4,286,290.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 32,877 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,452,911.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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