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Objective Capital Management, LLC: XLI position timeline

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

Objective Capital Management, LLC held 11,005 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,005 shares
    Change vs previous 13F +1,028 shares

    1.81% of the 13F portfolio, value $2,038,479.

    13F-HR 0002085853-26-000777 filed by Objective Capital Management, 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 9,977 shares
    Change vs previous 13F -415 shares

    1.63% of the 13F portfolio, value $1,613,655.

    13F-HR 0002085853-26-000557 filed by Objective Capital Management, 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 10,392 shares
    Change vs previous 13F +210 shares

    1.64% of the 13F portfolio, value $1,611,964.

    13F-HR 0002085853-26-000200 filed by Objective Capital Management, 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 10,182 shares
    Change vs previous 13F -90 shares

    1.62% of the 13F portfolio, value $1,570,312.

    13F-HR 0002085853-25-000196 filed by Objective Capital Management, 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 10,272 shares
    Change vs previous 13F +439 shares

    1.7% of the 13F portfolio, value $1,515,359.

    13F-HR 0001667731-25-001123 filed by Objective Capital Management, 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 9,833 shares
    Change vs previous 13F -6,496 shares

    1.64% of the 13F portfolio, value $1,288,764.

    13F-HR 0001667731-25-000601 filed by Objective Capital Management, 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 16,329 shares
    Change vs previous 13F -368 shares

    1.44% of the 13F portfolio, value $2,151,469.

    13F-HR 0001667731-25-000345 filed by Objective Capital Management, 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 16,697 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,261,460.

    13F-HR 0001924152-24-000003 filed by Objective Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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