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Disclosery

GeoWealth Management, LLC: XLI position timeline

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

GeoWealth Management, LLC held 20,189 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,189 shares
    Change vs previous 13F +3,296 shares

    0.12% of the 13F portfolio, value $3,739,863.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 16,893 shares
    Change vs previous 13F +1,197 shares

    0.1% of the 13F portfolio, value $2,732,176.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 15,696 shares
    Change vs previous 13F -1,659 shares

    0.09% of the 13F portfolio, value $2,434,628.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 17,355 shares
    Change vs previous 13F +2,818 shares

    0.1% of the 13F portfolio, value $2,676,563.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 14,537 shares
    Change vs previous 13F -1,305 shares

    0.08% of the 13F portfolio, value $2,144,534.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 15,842 shares
    Change vs previous 13F -1,647 shares

    0.08% of the 13F portfolio, value $2,076,282.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 17,489 shares
    Change vs previous 13F +5,513 shares

    0.08% of the 13F portfolio, value $2,304,414.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 11,976 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,622,036.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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