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Disclosery

Northstar Financial Companies, Inc.: XLI position timeline

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

Northstar Financial Companies, Inc. held 2,107 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,107 shares
    Change vs previous 13F +152 shares

    0.26% of the 13F portfolio, value $390,280.

    13F-HR 0001765380-26-000307 filed by Northstar Financial Companies, 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 1,955 shares
    Change vs previous 13F -327 shares

    0.25% of the 13F portfolio, value $316,182.

    13F-HR 0001765380-26-000147 filed by Northstar Financial Companies, 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 2,282 shares
    Change vs previous 13F -292 shares

    0.28% of the 13F portfolio, value $354,000.

    13F-HR 0002059828-26-000001 filed by Northstar Financial Companies, 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 2,574 shares
    Change vs previous 13F -232 shares

    0.37% of the 13F portfolio, value $396,988.

    13F-HR 0001765380-25-000466 filed by Northstar Financial Companies, 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 2,806 shares
    Change vs previous 13F +82 shares

    0.43% of the 13F portfolio, value $413,941.

    13F-HR 0001765380-25-000327 filed by Northstar Financial Companies, 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 2,724 shares
    Change vs previous 13F -388 shares

    0.39% of the 13F portfolio, value $357,035.

    13F-HR 0001765380-25-000231 filed by Northstar Financial Companies, 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 3,112 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $410,070.

    13F-HR 0001765380-25-000140 filed by Northstar Financial Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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