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Disclosery

MAI Capital Management: XLI position timeline

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

MAI Capital Management held 100,157 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,157 shares
    Change vs previous 13F +13,674 shares

    0.07% of the 13F portfolio, value $18,552,008.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 86,483 shares
    Change vs previous 13F +249 shares

    0.08% of the 13F portfolio, value $13,986,888.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 86,234 shares
    Change vs previous 13F -3,731 shares

    0.08% of the 13F portfolio, value $13,376,588.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 89,965 shares
    Change vs previous 13F -3,304 shares

    0.09% of the 13F portfolio, value $13,875,340.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 93,269 shares
    Change vs previous 13F -4,153 shares

    0.1% of the 13F portfolio, value $13,759,108.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 97,422 shares
    Change vs previous 13F -4,299 shares

    0.1% of the 13F portfolio, value $12,769,088.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 101,721 shares
    Change vs previous 13F +2,166 shares

    0.1% of the 13F portfolio, value $13,402,738.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 99,555 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $13,483,791.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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