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Disclosery

Everstar Asset Management, LLC: XLI position timeline

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

Everstar Asset Management, LLC held 13,358 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,358 shares
    Change vs previous 13F -535 shares

    1.19% of the 13F portfolio, value $2,474,302.

    13F-HR 0001420506-26-001378 filed by Everstar Asset Management, 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 13,893 shares
    Change vs previous 13F -744 shares

    1.2% of the 13F portfolio, value $2,246,915.

    13F-HR 0001420506-26-000683 filed by Everstar Asset Management, 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 14,637 shares
    Change vs previous 13F -517 shares

    1.22% of the 13F portfolio, value $2,270,492.

    13F-HR 0001420506-26-000172 filed by Everstar Asset Management, 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 15,154 shares
    Change vs previous 13F -4,930 shares

    1.33% of the 13F portfolio, value $2,337,201.

    13F-HR 0001420506-25-003054 filed by Everstar Asset Management, 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 20,084 shares
    Change vs previous 13F -962 shares

    1.81% of the 13F portfolio, value $2,962,792.

    13F-HR 0001420506-25-001911 filed by Everstar Asset Management, 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/A 21,046 shares
    Change vs previous 13F +140 shares

    1.83% of the 13F portfolio, value $2,758,499.

    13F-HR/A 0001420506-25-001784 filed by Everstar Asset Management, 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 20,906 shares
    Change vs previous 13F +512 shares

    1.95% of the 13F portfolio, value $2,754,575.

    13F-HR 0001420506-25-000309 filed by Everstar Asset Management, 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 20,394 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $2,762,163.

    13F-HR 0001420506-24-002288 filed by Everstar Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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