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Disclosery

LEE JOHNSON CAPITAL MANAGEMENT, LLC: XLI position timeline

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

LEE JOHNSON CAPITAL MANAGEMENT, LLC held 18,626 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,626 shares
    Change vs previous 13F +4,160 shares

    1.08% of the 13F portfolio, value $3,450,094.

    13F-HR 0001674836-26-000007 filed by LEE JOHNSON CAPITAL MANAGEMENT, 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 14,466 shares
    Change vs previous 13F +6,038 shares

    0.84% of the 13F portfolio, value $2,339,586.

    13F-HR 0001674836-26-000005 filed by LEE JOHNSON CAPITAL MANAGEMENT, 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 8,428 shares
    Change vs previous 13F -1,035 shares

    0.45% of the 13F portfolio, value $1,307,351.

    13F-HR 0001674836-26-000001 filed by LEE JOHNSON CAPITAL MANAGEMENT, 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 9,463 shares
    Change vs previous 13F +273 shares

    0.48% of the 13F portfolio, value $1,459,478.

    13F-HR 0001674836-25-000002 filed by LEE JOHNSON CAPITAL MANAGEMENT, 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 9,190 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,355,709.

    13F-HR 0001085146-25-003943 filed by LEE JOHNSON CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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