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GUERRA PAN ADVISORS, LLC: XLI position timeline

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

GUERRA PAN ADVISORS, LLC held 29,956 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,956 shares
    Change vs previous 13F -616 shares

    3.1% of the 13F portfolio, value $5,548,750.

    13F-HR 0001951757-26-001254 filed by GUERRA PAN ADVISORS, 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 30,572 shares
    Change vs previous 13F -238 shares

    3.06% of the 13F portfolio, value $4,944,410.

    13F-HR 0001951757-26-000824 filed by GUERRA PAN ADVISORS, 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 30,810 shares
    Change vs previous 13F -384 shares

    2.84% of the 13F portfolio, value $4,779,247.

    13F-HR 0001951757-26-000055 filed by GUERRA PAN ADVISORS, 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 31,194 shares
    Change vs previous 13F +1 shares

    2.91% of the 13F portfolio, value $4,811,122.

    13F-HR 0001951757-25-001388 filed by GUERRA PAN ADVISORS, 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 31,193 shares
    Change vs previous 13F +1,138 shares

    3.03% of the 13F portfolio, value $4,601,574.

    13F-HR 0001951757-25-001061 filed by GUERRA PAN ADVISORS, 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 30,055 shares
    Change vs previous 13F +4,048 shares

    3.09% of the 13F portfolio, value $3,939,275.

    13F-HR 0001951757-25-000463 filed by GUERRA PAN ADVISORS, 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 26,007 shares
    Change vs previous 13F +3,414 shares

    2.48% of the 13F portfolio, value $3,426,630.

    13F-HR 0001951757-25-000081 filed by GUERRA PAN ADVISORS, 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 22,593 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $3,059,985.

    13F-HR 0001951757-24-001155 filed by GUERRA PAN ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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