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MPWM ADVISORY SOLUTIONS, LLC: XLI position timeline

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

MPWM ADVISORY SOLUTIONS, LLC held 24,006 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 24,006 shares
    Change vs previous 13F +2,977 shares

    2.04% of the 13F portfolio, value $4,446,641.

    13F-HR 0002056693-26-000003 filed by MPWM ADVISORY SOLUTIONS, 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 21,029 shares
    Change vs previous 13F -7,622 shares

    1.8% of the 13F portfolio, value $3,401,070.

    13F-HR 0002056693-26-000002 filed by MPWM ADVISORY SOLUTIONS, 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 28,651 shares
    Change vs previous 13F -13 shares

    2.48% of the 13F portfolio, value $4,444,375.

    13F-HR 0002056693-26-000001 filed by MPWM ADVISORY SOLUTIONS, 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 28,664 shares
    Change vs previous 13F -525 shares

    2.63% of the 13F portfolio, value $4,420,869.

    13F-HR 0002056693-25-000005 filed by MPWM ADVISORY SOLUTIONS, 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 29,189 shares
    Change vs previous 13F -2,106 shares

    2.72% of the 13F portfolio, value $4,306,002.

    13F-HR 0002056693-25-000003 filed by MPWM ADVISORY SOLUTIONS, 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 31,295 shares
    Change vs previous 13F +1,297 shares

    2.98% of the 13F portfolio, value $4,101,860.

    13F-HR 0002056693-25-000002 filed by MPWM ADVISORY SOLUTIONS, 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 29,998 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $3,952,504.

    13F-HR 0002056693-25-000001 filed by MPWM ADVISORY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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