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Mader & Shannon Wealth Management, Inc.: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mader & Shannon Wealth Management, Inc. on XLB, newest first. How the timeline and the estimate are built.

Mader & Shannon Wealth Management, Inc. held 93,676 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,676 shares
    Change vs previous 13F +2,952 shares

    2.22% of the 13F portfolio, value $4,761,551.

    13F-HR 0001535862-26-000005 filed by Mader & Shannon Wealth Management, 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 90,724 shares
    Change vs previous 13F +68,041 shares

    2.1% of the 13F portfolio, value $4,533,478.

    13F-HR 0001535862-26-000003 filed by Mader & Shannon Wealth Management, 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 22,683 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $2,032,850.

    13F-HR 0001535862-26-000002 filed by Mader & Shannon Wealth Management, 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 22,683 shares
    Change vs previous 13F +920 shares

    1% of the 13F portfolio, value $2,032,850.

    13F-HR 0001535862-25-000006 filed by Mader & Shannon Wealth Management, 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 21,763 shares
    Change vs previous 13F +9 shares

    1.04% of the 13F portfolio, value $1,911,009.

    13F-HR 0001535862-25-000005 filed by Mader & Shannon Wealth Management, 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 21,754 shares
    Change vs previous 13F +13,600 shares

    1.07% of the 13F portfolio, value $1,870,409.

    13F-HR 0001535862-25-000002 filed by Mader & Shannon Wealth Management, 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 8,154 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $686,078.

    13F-HR 0001535862-25-000001 filed by Mader & Shannon Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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