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FLOYD FINANCIAL GROUP LLC: XLI position timeline

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

FLOYD FINANCIAL GROUP LLC held 20,735 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,735 shares
    Change vs previous 13F -649 shares

    2.44% of the 13F portfolio, value $3,741,631.

    13F-HR 0002007613-26-000005 filed by FLOYD FINANCIAL GROUP 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 21,384 shares
    Change vs previous 13F -125 shares

    2.44% of the 13F portfolio, value $3,660,513.

    13F-HR 0002007613-26-000003 filed by FLOYD FINANCIAL GROUP 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 21,509 shares
    Change vs previous 13F +345 shares

    2.58% of the 13F portfolio, value $3,812,040.

    13F-HR 0002007613-26-000002 filed by FLOYD FINANCIAL GROUP 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 21,164 shares
    Change vs previous 13F +324 shares

    2.37% of the 13F portfolio, value $3,205,499.

    13F-HR 0002007613-25-000008 filed by FLOYD FINANCIAL GROUP 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 20,840 shares
    Change vs previous 13F -527 shares

    2.88% of the 13F portfolio, value $3,113,913.

    13F-HR 0002007613-25-000006 filed by FLOYD FINANCIAL GROUP 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 21,367 shares
    Change vs previous 13F +523 shares

    2.53% of the 13F portfolio, value $2,800,573.

    13F-HR 0002007613-25-000003 filed by FLOYD FINANCIAL GROUP 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 20,844 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $2,737,443.

    13F-HR 0002007613-25-000001 filed by FLOYD FINANCIAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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