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Per Stirling Capital Management, LLC.: XLI position timeline

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

Per Stirling Capital Management, LLC. held 5,063 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 5,063 shares
    Change vs previous 13F -9,323 shares

    0.09% of the 13F portfolio, value $937,753.

    13F-HR 0001689933-26-000005 filed by Per Stirling 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 14,386 shares
    Change vs previous 13F +9,065 shares

    0.26% of the 13F portfolio, value $2,326,592.

    13F-HR 0001689933-26-000003 filed by Per Stirling 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 5,321 shares
    Change vs previous 13F -152 shares

    0.09% of the 13F portfolio, value $825,383.

    13F-HR 0001689933-26-000001 filed by Per Stirling 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 5,473 shares
    Change vs previous 13F -10,527 shares

    0.1% of the 13F portfolio, value $844,034.

    13F-HR 0001689933-25-000006 filed by Per Stirling 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 16,000 shares
    Change vs previous 13F +92 shares

    0.31% of the 13F portfolio, value $2,360,387.

    13F-HR 0001689933-25-000004 filed by Per Stirling 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 15,908 shares
    Change vs previous 13F +10,101 shares

    0.3% of the 13F portfolio, value $2,085,109.

    13F-HR 0001689933-25-000003 filed by Per Stirling 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 5,807 shares
    Change vs previous 13F -5,152 shares

    0.11% of the 13F portfolio, value $765,094.

    13F-HR 0001689933-25-000002 filed by Per Stirling 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 10,959 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,484,289.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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