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Disclosery

Howard Capital Management Group, LLC: XLI position timeline

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

Howard Capital Management Group, LLC held 27,239 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,239 shares
    Change vs previous 13F +1,617 shares

    0.31% of the 13F portfolio, value $5,045,566.

    13F-HR 0001140361-26-028672 filed by Howard Capital Management 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 25,622 shares
    Change vs previous 13F +3,698 shares

    0.28% of the 13F portfolio, value $4,143,812.

    13F-HR 0001140361-26-014857 filed by Howard Capital Management 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 21,924 shares
    Change vs previous 13F -88 shares

    0.21% of the 13F portfolio, value $3,400,794.

    13F-HR 0001140361-26-001512 filed by Howard Capital Management 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 22,012 shares
    Change vs previous 13F +12,730 shares

    0.21% of the 13F portfolio, value $3,394,980.

    13F-HR 0001140361-25-038301 filed by Howard Capital Management 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 9,282 shares
    Change vs previous 13F -120 shares

    0.1% of the 13F portfolio, value $1,369,315.

    13F-HR 0001140361-25-026028 filed by Howard Capital Management 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 9,402 shares
    Change vs previous 13F +2,905 shares

    0.1% of the 13F portfolio, value $1,232,329.

    13F-HR 0001140361-25-014141 filed by Howard Capital Management 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 6,497 shares
    Change vs previous 13F +359 shares

    0.06% of the 13F portfolio, value $856,032.

    13F-HR 0001140361-25-001313 filed by Howard Capital Management Group, 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/A 6,138 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $831,281.

    13F-HR/A 0001140361-24-047331 filed by Howard Capital Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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