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Innova Wealth Partners: XLI position timeline

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

Innova Wealth Partners held 22,937 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,937 shares
    Change vs previous 13F -3,612 shares

    1.76% of the 13F portfolio, value $4,248,621.

    13F-HR 0001888831-26-000003 filed by Innova Wealth Partners
    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 26,549 shares
    Change vs previous 13F -2,529 shares

    2.04% of the 13F portfolio, value $4,293,770.

    13F-HR 0001888831-26-000002 filed by Innova Wealth Partners
    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 29,078 shares
    Change vs previous 13F -1,191 shares

    2.28% of the 13F portfolio, value $4,510,579.

    13F-HR 0001888831-26-000001 filed by Innova Wealth Partners
    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 30,269 shares
    Change vs previous 13F -3,303 shares

    2.52% of the 13F portfolio, value $4,668,388.

    13F-HR 0001888831-25-000007 filed by Innova Wealth Partners
    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 33,572 shares
    Change vs previous 13F -3,682 shares

    2.91% of the 13F portfolio, value $4,952,541.

    13F-HR 0001888831-25-000004 filed by Innova Wealth Partners
    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 37,254 shares
    Change vs previous 13F -3,871 shares

    3.03% of the 13F portfolio, value $4,882,882.

    13F-HR 0001888831-25-000003 filed by Innova Wealth Partners
    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 41,125 shares
    Change vs previous 13F +39,253 shares

    3.41% of the 13F portfolio, value $5,418,630.

    13F-HR 0001888831-25-000002 filed by Innova Wealth Partners
    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 1,872 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $253,544.

    13F-HR 0001606507-24-000009 filed by Innova Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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