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Fairvoy Private Wealth, LLC: XLI position timeline

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

Fairvoy Private Wealth, LLC held 47,942 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,942 shares
    Change vs previous 13F -5,153 shares

    1.79% of the 13F portfolio, value $8,880,239.

    13F-HR 0002046607-26-000003 filed by Fairvoy Private Wealth, 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 53,095 shares
    Change vs previous 13F +41,628 shares

    2.05% of the 13F portfolio, value $8,587,020.

    13F-HR 0002046607-26-000002 filed by Fairvoy Private Wealth, 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 11,467 shares
    Change vs previous 13F +1,024 shares

    0.4% of the 13F portfolio, value $1,778,721.

    13F-HR 0002046607-26-000001 filed by Fairvoy Private Wealth, 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 10,443 shares
    Change vs previous 13F -1,836 shares

    0.37% of the 13F portfolio, value $1,610,632.

    13F-HR 0002046607-25-000006 filed by Fairvoy Private Wealth, 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 12,279 shares
    Change vs previous 13F -3,524 shares

    0.45% of the 13F portfolio, value $1,811,326.

    13F-HR 0002046607-25-000003 filed by Fairvoy Private Wealth, 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 15,803 shares
    Change vs previous 13F +1,788 shares

    0.57% of the 13F portfolio, value $2,071,315.

    13F-HR 0002046607-25-000002 filed by Fairvoy Private Wealth, 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 14,015 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,846,558.

    13F-HR 0002046607-25-000001 filed by Fairvoy Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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