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NEVILLE RODIE & SHAW INC: XLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NEVILLE RODIE & SHAW INC on XLI, newest first. How the timeline and the estimate are built.

NEVILLE RODIE & SHAW INC held 10,500 XLI shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,500 shares
    Change vs previous 13F +500 shares

    0.12% of the 13F portfolio, value $1,753,000.

    13F-HR 0000071210-26-000006 filed by NEVILLE RODIE & SHAW INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,000 shares
    Change vs previous 13F +1,600 shares

    0.12% of the 13F portfolio, value $1,852,000.

    13F-HR 0000071210-26-000003 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,400 shares
    Change vs previous 13F +2,400 shares

    0.1% of the 13F portfolio, value $1,359,000.

    13F-HR 0000071210-26-000002 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,000 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $931,000.

    13F-HR 0000071210-26-000001 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,000 shares
    Change vs previous 13F -800 shares

    0.07% of the 13F portfolio, value $925,000.

    13F-HR 0000071210-25-000006 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,800 shares
    Change vs previous 13F +500 shares

    0.07% of the 13F portfolio, value $1,003,000.

    13F-HR 0000071210-25-000003 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,300 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $826,000.

    13F-HR 0000071210-25-000002 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,300 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $830,000.

    13F-HR 0000071210-25-000001 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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