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PLANWISER FINANCIAL, LLC: XLI position timeline

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

PLANWISER FINANCIAL, LLC held 17,448 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,448 shares
    Change vs previous 13F +189 shares

    2.25% of the 13F portfolio, value $3,231,893.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 17,259 shares
    Change vs previous 13F -5,584 shares

    2.14% of the 13F portfolio, value $2,954,396.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 22,843 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $3,800,161.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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