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MARK SHEPTOFF FINANCIAL PLANNING, LLC: XLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARK SHEPTOFF FINANCIAL PLANNING, LLC on XLI, newest first. How the timeline and the estimate are built.

MARK SHEPTOFF FINANCIAL PLANNING, LLC held 4,320 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,320 shares
    Change vs previous 13F -250 shares

    0.42% of the 13F portfolio, value $800,194.

    13F-HR 0001214659-26-010032 filed by MARK SHEPTOFF FINANCIAL PLANNING, 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 4,570 shares
    Change vs previous 13F +695 shares

    0.42% of the 13F portfolio, value $787,914.

    13F-HR 0001214659-26-005887 filed by MARK SHEPTOFF FINANCIAL PLANNING, 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 3,875 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $601,090.

    13F-HR 0001214659-26-001538 filed by MARK SHEPTOFF FINANCIAL PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

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