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Disclosery

ELCO Management Co., LLC: XLI position timeline

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

ELCO Management Co., LLC held 49,800 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,800 shares
    Change vs previous 13F +44,820 shares

    3.98% of the 13F portfolio, value $9,224,454.

    13F-HR 0002085853-26-000970 filed by ELCO Management Co., 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 4,980 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $805,415.

    13F-HR 0002085853-26-000480 filed by ELCO Management Co., 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 4,980 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $772,498.

    13F-HR 0002085853-26-000199 filed by ELCO Management Co., 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 4,980 shares
    Change vs previous 13F +100 shares

    0.4% of the 13F portfolio, value $768,065.

    13F-HR 0002085853-25-000233 filed by ELCO Management Co., 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 4,880 shares
    Change vs previous 13F +1,030 shares

    0.38% of the 13F portfolio, value $719,898.

    13F-HR 0001667731-25-001041 filed by ELCO Management Co., 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 3,850 shares
    Change vs previous 13F -3,280 shares

    0.28% of the 13F portfolio, value $504,619.

    13F-HR 0001667731-25-000571 filed by ELCO Management Co., 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 7,130 shares
    Change vs previous 13F +1,850 shares

    0.49% of the 13F portfolio, value $939,449.

    13F-HR 0001398344-25-002628 filed by ELCO Management Co., 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 5,280 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $715,168.

    13F-HR 0001398344-24-020830 filed by ELCO Management Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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