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E&G Advisors, LLC: XLI position timeline

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

E&G Advisors, LLC held 9,714 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,714 shares
    Change vs previous 13F +1,150 shares

    0.35% of the 13F portfolio, value $1,799,324.

    13F-HR 0001754960-26-000618 filed by E&G Advisors, 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 8,564 shares
    Change vs previous 13F +550 shares

    0.31% of the 13F portfolio, value $1,385,056.

    13F-HR 0001062993-26-002064 filed by E&G Advisors, 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 8,014 shares
    Change vs previous 13F -40 shares

    0.28% of the 13F portfolio, value $1,243,132.

    13F-HR 0001062993-26-000402 filed by E&G Advisors, 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 8,054 shares
    Change vs previous 13F +151 shares

    0.29% of the 13F portfolio, value $1,242,168.

    13F-HR 0001062993-25-016226 filed by E&G Advisors, 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 7,903 shares
    Change vs previous 13F +160 shares

    0.3% of the 13F portfolio, value $1,165,851.

    13F-HR 0001062993-25-012836 filed by E&G Advisors, 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 7,743 shares
    Change vs previous 13F +415 shares

    0.29% of the 13F portfolio, value $1,014,875.

    13F-HR 0001062993-25-007803 filed by E&G Advisors, 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 7,328 shares
    Change vs previous 13F +850 shares

    0.26% of the 13F portfolio, value $965,537.

    13F-HR 0001062993-25-001091 filed by E&G Advisors, 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 6,478 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $877,380.

    13F-HR 0001062993-24-017783 filed by E&G Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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