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LANDAAS & CO /WI /ADV: XLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LANDAAS & CO /WI /ADV on XLI, newest first. How the timeline and the estimate are built.

LANDAAS & CO /WI /ADV held 13,148 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,148 shares
    Change vs previous 13F +287 shares

    0.44% of the 13F portfolio, value $2,435,404.

    13F-HR 0000913990-26-000011 filed by LANDAAS & CO /WI /ADV
    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 12,861 shares
    Change vs previous 13F +229 shares

    0.46% of the 13F portfolio, value $2,080,010.

    13F-HR 0000913990-26-000010 filed by LANDAAS & CO /WI /ADV
    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 12,632 shares
    Change vs previous 13F +3,117 shares

    0.43% of the 13F portfolio, value $1,959,476.

    13F-HR 0000913990-26-000006 filed by LANDAAS & CO /WI /ADV
    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 9,515 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,467,000.

    13F-HR 0001104659-25-106012 filed by LANDAAS & CO /WI /ADV
    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 9,515 shares
    Change vs previous 13F +325 shares

    0.34% of the 13F portfolio, value $1,404,000.

    13F-HR 0001104659-25-075989 filed by LANDAAS & CO /WI /ADV
    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 9,190 shares
    Change vs previous 13F +650 shares

    0.33% of the 13F portfolio, value $1,205,000.

    13F-HR 0001104659-25-043909 filed by LANDAAS & CO /WI /ADV
    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 8,540 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,125,000.

    13F-HR 0001104659-25-018020 filed by LANDAAS & CO /WI /ADV
    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 8,540 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,157,000.

    13F-HR 0001104659-24-116655 filed by LANDAAS & CO /WI /ADV
    Filed (acceptance time not in the bulk data set), ingested

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