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Disclosery

MOLLER WEALTH PARTNERS: XLI position timeline

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

MOLLER WEALTH PARTNERS held 0 XLI shares at 2025-03-31 per its 13F-HR filed 2025-04-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -3,687 shares

    13F-HR 0001475271-25-000006 filed by MOLLER WEALTH PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 3,687 shares
    Change vs previous 13F +818 shares

    0.13% of the 13F portfolio, value $485,846.

    13F-HR 0001475271-25-000002 filed by MOLLER WEALTH PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 2,869 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $388,580.

    13F-HR 0001475271-24-000010 filed by MOLLER WEALTH PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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