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PETTYJOHN, WOOD & WHITE, INC: XLI position timeline

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

PETTYJOHN, WOOD & WHITE, INC held 6,465 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,465 shares
    Change vs previous 13F +515 shares

    0.17% of the 13F portfolio, value $1,197,512.

    13F-HR 0001128213-26-000004 filed by PETTYJOHN, WOOD & WHITE, 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 5,950 shares
    Change vs previous 13F +245 shares

    0.15% of the 13F portfolio, value $962,294.

    13F-HR 0001128213-26-000002 filed by PETTYJOHN, WOOD & WHITE, 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 5,705 shares
    Change vs previous 13F -275 shares

    0.14% of the 13F portfolio, value $884,960.

    13F-HR 0001128213-26-000001 filed by PETTYJOHN, WOOD & WHITE, 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 5,980 shares
    Change vs previous 13F +25 shares

    0.15% of the 13F portfolio, value $922,296.

    13F-HR 0001128213-25-000010 filed by PETTYJOHN, WOOD & WHITE, 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 5,955 shares
    Change vs previous 13F +108 shares

    0.16% of the 13F portfolio, value $878,482.

    13F-HR 0001128213-25-000004 filed by PETTYJOHN, WOOD & WHITE, 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 5,847 shares
    Change vs previous 13F +75 shares

    0.15% of the 13F portfolio, value $766,367.

    13F-HR 0001128213-25-000003 filed by PETTYJOHN, WOOD & WHITE, 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 5,772 shares
    Change vs previous 13F -25 shares

    0.14% of the 13F portfolio, value $760,519.

    13F-HR 0001128213-25-000001 filed by PETTYJOHN, WOOD & WHITE, INC
    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 5,797 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $785,146.

    13F-HR 0001128213-24-000007 filed by PETTYJOHN, WOOD & WHITE, INC
    Filed (acceptance time not in the bulk data set), ingested

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