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Disclosery

Finivi Inc.: XLI position timeline

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

Finivi Inc. held 20,109 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,109 shares
    Change vs previous 13F -1 shares

    1.91% of the 13F portfolio, value $3,724,840.

    13F-HR 0002085853-26-000668 filed by Finivi Inc.
    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 20,110 shares
    Change vs previous 13F +1,673 shares

    1.78% of the 13F portfolio, value $3,252,353.

    13F-HR 0002085853-26-000338 filed by Finivi Inc.
    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 18,437 shares
    Change vs previous 13F +275 shares

    1.65% of the 13F portfolio, value $2,859,963.

    13F-HR 0002085853-26-000104 filed by Finivi Inc.
    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 18,162 shares
    Change vs previous 13F +336 shares

    1.78% of the 13F portfolio, value $2,801,184.

    13F-HR 0002085853-25-000310 filed by Finivi Inc.
    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 17,826 shares
    Change vs previous 13F -5,124 shares

    1.78% of the 13F portfolio, value $2,629,755.

    13F-HR 0002085853-25-000309 filed by Finivi Inc.
    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 22,950 shares
    Change vs previous 13F +960 shares

    2.42% of the 13F portfolio, value $3,008,112.

    13F-HR 0002085853-25-000308 filed by Finivi Inc.
    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 21,990 shares
    Change vs previous 13F +1,351 shares

    2.32% of the 13F portfolio, value $2,897,380.

    13F-HR 0002085853-25-000307 filed by Finivi Inc.
    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 20,639 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $2,795,332.

    13F-HR 0002085853-25-000306 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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