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Disclosery

Olistico Wealth, LLC: XLI position timeline

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

Olistico Wealth, LLC held 7,403 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 7,403 shares
    Change vs previous 13F -91 shares

    0.52% of the 13F portfolio, value $1,236,206.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,494 shares
    Change vs previous 13F +16 shares

    0.59% of the 13F portfolio, value $1,388,078.

    13F-HR 0001962695-26-000003 filed by Olistico Wealth, LLC
    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 7,478 shares
    Change vs previous 13F +47 shares

    0.6% of the 13F portfolio, value $1,209,416.

    13F-HR 0001962695-26-000002 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,431 shares
    Change vs previous 13F +21 shares

    0.56% of the 13F portfolio, value $1,152,717.

    13F-HR 0001962695-26-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,410 shares
    Change vs previous 13F +26 shares

    0.6% of the 13F portfolio, value $1,142,793.

    13F-HR 0001962695-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,384 shares
    Change vs previous 13F +20 shares

    0.6% of the 13F portfolio, value $1,089,252.

    13F-HR 0001962695-25-000003 filed by Olistico Wealth, LLC
    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 7,364 shares
    Change vs previous 13F -649 shares

    0.6% of the 13F portfolio, value $965,327.

    13F-HR 0001965653-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,013 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,055,805.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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