Skip to content
Disclosery

Kovack Advisors, Inc.: XLI position timeline

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

Kovack Advisors, Inc. held 17,766 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,766 shares
    Change vs previous 13F +4,569 shares

    0.16% of the 13F portfolio, value $3,276,094.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 13,197 shares
    Change vs previous 13F -1,111 shares

    0.12% of the 13F portfolio, value $2,155,939.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    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/A 14,308 shares
    Change vs previous 13F +7,485 shares

    0.11% of the 13F portfolio, value $2,219,419.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    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 6,823 shares
    Change vs previous 13F -181 shares

    0.1% of the 13F portfolio, value $1,052,325.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 7,004 shares
    Change vs previous 13F +26 shares

    0.1% of the 13F portfolio, value $1,033,218.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 6,978 shares
    Change vs previous 13F +957 shares

    0.1% of the 13F portfolio, value $914,642.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 6,021 shares
    Change vs previous 13F -24 shares

    0.08% of the 13F portfolio, value $793,278.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 6,045 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $818,674.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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