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Mutual Advisors, LLC: XLI position timeline

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

Mutual Advisors, LLC held 29,375 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 29,375 shares
    Change vs previous 13F -7,736 shares

    0.1% of the 13F portfolio, value $5,441,043.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 37,111 shares
    Change vs previous 13F -1,585 shares

    0.13% of the 13F portfolio, value $6,001,938.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 38,696 shares
    Change vs previous 13F +1,512 shares

    0.13% of the 13F portfolio, value $6,002,524.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 37,184 shares
    Change vs previous 13F -7,606 shares

    0.13% of the 13F portfolio, value $5,755,308.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 44,790 shares
    Change vs previous 13F +1,244 shares

    0.17% of the 13F portfolio, value $6,942,026.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 43,546 shares
    Change vs previous 13F -4,527 shares

    0.16% of the 13F portfolio, value $5,617,849.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 48,073 shares
    Change vs previous 13F +14,499 shares

    0.19% of the 13F portfolio, value $6,582,616.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, LLC
    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 33,574 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,558,029.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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