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Disclosery

LifePro Asset Management: XLI position timeline

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

LifePro Asset Management held 2,949 XLI shares at 2024-09-30 per its 13F-HR filed 2024-10-09.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 2,949 shares
    Change vs previous 13F -122 shares

    0.24% of the 13F portfolio, value $399,470.

    13F-HR 0001213900-24-086507 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 3,071 shares
    Change vs previous 13F -270 shares

    0.27% of the 13F portfolio, value $374,307.

    13F-HR 0001213900-24-060518 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 3,341 shares
    Change vs previous 13F +235 shares

    0.28% of the 13F portfolio, value $420,870.

    13F-HR 0001213900-24-036051 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 3,106 shares
    Change vs previous 13F +174 shares

    0.27% of the 13F portfolio, value $354,081.

    13F-HR 0001213900-24-014539 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 2,932 shares
    Change vs previous 13F -77 shares

    0.25% of the 13F portfolio, value $297,261.

    13F-HR 0001013762-23-002096 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 3,009 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $322,934.

    13F-HR 0001213900-23-056248 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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