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Disclosery

FORBES J M & CO LLP: XLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on XLI, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 82,117 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,117 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $15,210,532.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 82,117 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $13,280,782.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 82,117 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $12,737,989.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 82,117 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $12,664,905.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 82,117 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $12,113,900.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 82,117 shares
    Change vs previous 13F -1,256 shares

    1.04% of the 13F portfolio, value $10,763,075.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 83,373 shares
    Change vs previous 13F -43 shares

    1.06% of the 13F portfolio, value $10,985,226.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 83,416 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $11,297,863.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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