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MontVue Capital Management, Inc.: XLI position timeline

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

MontVue Capital Management, Inc. held 18,522 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,522 shares
    Change vs previous 13F -162 shares

    1.97% of the 13F portfolio, value $3,430,922.

    13F-HR 0002085853-26-000867 filed by MontVue Capital 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 18,684 shares
    Change vs previous 13F +109 shares

    2.06% of the 13F portfolio, value $3,021,843.

    13F-HR 0002085853-26-000395 filed by MontVue Capital 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 18,575 shares
    Change vs previous 13F -423 shares

    1.92% of the 13F portfolio, value $2,881,431.

    13F-HR 0002085853-26-000106 filed by MontVue Capital 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 18,998 shares
    Change vs previous 13F -839 shares

    1.96% of the 13F portfolio, value $2,930,138.

    13F-HR 0002085853-25-000202 filed by MontVue Capital 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 19,837 shares
    Change vs previous 13F -505 shares

    2.08% of the 13F portfolio, value $2,926,427.

    13F-HR 0001667731-25-000843 filed by MontVue Capital 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 20,342 shares
    Change vs previous 13F -601 shares

    2.13% of the 13F portfolio, value $2,666,291.

    13F-HR 0001667731-25-000542 filed by MontVue Capital 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 20,943 shares
    Change vs previous 13F -128 shares

    2.1% of the 13F portfolio, value $2,759,515.

    13F-HR 0001667731-25-000160 filed by MontVue Capital Management, Inc.
    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 21,071 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $2,853,923.

    13F-HR 0002008758-24-000005 filed by MontVue Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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