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Disclosery

L.M. KOHN & COMPANY: XLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on XLI, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 0 XLI shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,602 shares

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 1,602 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $209,974.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,600 shares
    Change vs previous 13F +67 shares

    0.05% of the 13F portfolio, value $210,816.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 1,533 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $207,630.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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