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Disclosery

Grassi Investment Management: XLI position timeline

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

Grassi Investment Management held 22,394 XLI shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 22,394 shares
    Change vs previous 13F -649 shares

    0.26% of the 13F portfolio, value $3,304,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 23,043 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $3,020,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 23,042 shares
    Change vs previous 13F -114 shares

    0.26% of the 13F portfolio, value $3,036,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 23,156 shares
    Change vs previous 13F -64 shares

    0.27% of the 13F portfolio, value $3,136,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 23,220 shares
    Change vs previous 13F -199 shares

    0.25% of the 13F portfolio, value $2,830,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 23,419 shares
    Change vs previous 13F -133 shares

    0.27% of the 13F portfolio, value $2,950,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 23,552 shares
    Change vs previous 13F -308 shares

    0.28% of the 13F portfolio, value $2,685,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 23,860 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,419,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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