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Madison Park Capital Advisors, LLC: XLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Madison Park Capital Advisors, LLC on XLI, newest first. How the timeline and the estimate are built.

Madison Park Capital Advisors, LLC held 79,707 XLI 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 79,707 shares
    Change vs previous 13F +55,520 shares

    2.94% of the 13F portfolio, value $4,132,787.

    13F-HR 0001993022-26-000004 filed by Madison Park Capital Advisors, 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 24,187 shares
    Change vs previous 13F -357 shares

    3.07% of the 13F portfolio, value $3,911,799.

    13F-HR 0001993022-26-000003 filed by Madison Park Capital Advisors, 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 24,544 shares
    Change vs previous 13F +276 shares

    3.09% of the 13F portfolio, value $3,807,261.

    13F-HR 0001993022-26-000002 filed by Madison Park Capital Advisors, 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 24,268 shares
    Change vs previous 13F +20,585 shares

    3.07% of the 13F portfolio, value $3,742,818.

    13F-HR 0001993022-25-000008 filed by Madison Park Capital Advisors, 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 3,683 shares
    Change vs previous 13F -2,837 shares

    0.46% of the 13F portfolio, value $543,320.

    13F-HR 0001993022-25-000007 filed by Madison Park Capital Advisors, LLC
    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 6,520 shares
    Change vs previous 13F -257 shares

    0.75% of the 13F portfolio, value $854,580.

    13F-HR 0001993022-25-000005 filed by Madison Park Capital Advisors, LLC
    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 6,777 shares
    Change vs previous 13F -22,116 shares

    0.71% of the 13F portfolio, value $892,875.

    13F-HR 0001993022-25-000002 filed by Madison Park Capital Advisors, LLC
    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 28,893 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $3,913,275.

    13F-HR 0001961944-24-000007 filed by Madison Park Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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