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Disclosery

&PARTNERS: XLI position timeline

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

&PARTNERS held 140,658 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 140,658 shares
    Change vs previous 13F +89,076 shares

    0.11% of the 13F portfolio, value $26,067,641.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 51,582 shares
    Change vs previous 13F -5,647 shares

    0.04% of the 13F portfolio, value $8,338,262.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 57,229 shares
    Change vs previous 13F +11,457 shares

    0.05% of the 13F portfolio, value $8,877,297.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 45,772 shares
    Change vs previous 13F +14,615 shares

    0.05% of the 13F portfolio, value $7,056,119.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 31,157 shares
    Change vs previous 13F +2,398 shares

    0.04% of the 13F portfolio, value $4,584,164.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 28,759 shares
    Change vs previous 13F -1,978 shares

    0.04% of the 13F portfolio, value $3,750,157.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 30,737 shares
    Change vs previous 13F +13,911 shares

    0.05% of the 13F portfolio, value $4,079,274.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 16,826 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,278,906.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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