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Flaharty Asset Management, LLC: XLI position timeline

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

Flaharty Asset Management, LLC held 12,937 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,937 shares
    Change vs previous 13F -157,515 shares

    3.41% of the 13F portfolio, value $2,384,421.

    13F-HR 0001420506-26-001202 filed by Flaharty 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 170,452 shares
    Change vs previous 13F -2,223 shares

    3.42% of the 13F portfolio, value $27,567,190.

    13F-HR 0001420506-26-000797 filed by Flaharty 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 172,675 shares
    Change vs previous 13F +952 shares

    3.35% of the 13F portfolio, value $26,785,350.

    13F-HR 0001420506-26-000194 filed by Flaharty 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 171,723 shares
    Change vs previous 13F +1,247 shares

    3.36% of the 13F portfolio, value $26,480,848.

    13F-HR 0001420506-25-002978 filed by Flaharty 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/A 170,476 shares
    Change vs previous 13F +8,226 shares

    3.38% of the 13F portfolio, value $24,745,816.

    13F-HR/A 0001420506-25-003061 filed by Flaharty 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 162,250 shares
    Change vs previous 13F +146,494 shares

    3.07% of the 13F portfolio, value $21,266,049.

    13F-HR 0001420506-25-001330 filed by Flaharty 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 15,756 shares
    Change vs previous 13F -1,586 shares

    0.3% of the 13F portfolio, value $2,076,012.

    13F-HR 0001420506-25-000148 filed by Flaharty 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 17,342 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,348,810.

    13F-HR 0001420506-24-002140 filed by Flaharty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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