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Disclosery

Intrua Financial, LLC: XLI position timeline

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

Intrua Financial, LLC held 67,543 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,543 shares
    Change vs previous 13F -4,162 shares

    1.18% of the 13F portfolio, value $12,511,062.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 71,705 shares
    Change vs previous 13F +27,764 shares

    1.24% of the 13F portfolio, value $11,596,861.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 43,941 shares
    Change vs previous 13F -3,738 shares

    0.75% of the 13F portfolio, value $6,816,240.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 47,679 shares
    Change vs previous 13F -1,387 shares

    0.86% of the 13F portfolio, value $7,353,512.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 49,066 shares
    Change vs previous 13F -4,491 shares

    1.04% of the 13F portfolio, value $7,238,327.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 53,557 shares
    Change vs previous 13F +21,631 shares

    1.1% of the 13F portfolio, value $7,019,658.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 31,926 shares
    Change vs previous 13F +17,875 shares

    0.68% of the 13F portfolio, value $4,206,630.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 14,051 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,903,067.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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