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Cresta Advisors, Ltd.: XLI position timeline

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

Cresta Advisors, Ltd. held 9,772 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,772 shares
    Change vs previous 13F +154 shares

    0.65% of the 13F portfolio, value $1,810,068.

    13F-HR 0001754960-26-000608 filed by Cresta Advisors, Ltd.
    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 9,618 shares
    Change vs previous 13F -95 shares

    0.64% of the 13F portfolio, value $1,555,520.

    13F-HR 0001754960-26-000325 filed by Cresta Advisors, Ltd.
    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 9,713 shares
    Change vs previous 13F +418 shares

    0.63% of the 13F portfolio, value $1,506,681.

    13F-HR 0001754960-26-000142 filed by Cresta Advisors, Ltd.
    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 9,295 shares
    Change vs previous 13F -4,021 shares

    0.64% of the 13F portfolio, value $1,433,568.

    13F-HR 0001754960-25-000705 filed by Cresta Advisors, Ltd.
    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 13,316 shares
    Change vs previous 13F -636 shares

    0.96% of the 13F portfolio, value $1,964,377.

    13F-HR 0001754960-25-000405 filed by Cresta Advisors, Ltd.
    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 13,952 shares
    Change vs previous 13F -869 shares

    0.95% of the 13F portfolio, value $1,828,689.

    13F-HR 0001754960-25-000290 filed by Cresta Advisors, Ltd.
    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 14,821 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $2,007,357.

    13F-HR 0001754960-25-000090 filed by Cresta Advisors, Ltd.
    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 14,821 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,007,357.

    13F-HR 0001754960-24-000578 filed by Cresta Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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