Skip to content
Disclosery

ELLERSON GROUP INC /ADV: XLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELLERSON GROUP INC /ADV on XLI, newest first. How the timeline and the estimate are built.

ELLERSON GROUP INC /ADV held 1,719 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,719 shares
    Change vs previous 13F -20 shares

    0.19% of the 13F portfolio, value $318,410.

    13F-HR 0000935570-26-000003 filed by ELLERSON GROUP INC /ADV
    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 1,739 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $281,248.

    13F-HR 0000935570-26-000002 filed by ELLERSON GROUP INC /ADV
    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 1,739 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $269,754.

    13F-HR 0000935570-26-000001 filed by ELLERSON GROUP INC /ADV
    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 1,739 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $268,206.

    13F-HR 0000935570-25-000006 filed by ELLERSON GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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