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PFG Advisors: XLI position timeline

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

PFG Advisors held 3,061 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,061 shares
    Change vs previous 13F -18,044 shares

    0.03% of the 13F portfolio, value $566,985.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 21,105 shares
    Change vs previous 13F -61,554 shares

    0.17% of the 13F portfolio, value $3,413,387.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 82,659 shares
    Change vs previous 13F -6,487 shares

    0.62% of the 13F portfolio, value $12,822,128.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 89,146 shares
    Change vs previous 13F +1,095 shares

    0.56% of the 13F portfolio, value $13,748,947.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 88,051 shares
    Change vs previous 13F -1,267 shares

    0.6% of the 13F portfolio, value $12,989,352.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 89,318 shares
    Change vs previous 13F +1,296 shares

    0.65% of the 13F portfolio, value $11,706,976.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 88,022 shares
    Change vs previous 13F +2,754 shares

    0.71% of the 13F portfolio, value $11,597,720.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 85,268 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $11,548,671.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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