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Disclosery

Portside Wealth Group, LLC: XLI position timeline

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

Portside Wealth Group, LLC held 2,651 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,651 shares
    Change vs previous 13F -386 shares

    0.06% of the 13F portfolio, value $491,044.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 3,037 shares
    Change vs previous 13F +136 shares

    0.07% of the 13F portfolio, value $491,174.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 2,901 shares
    Change vs previous 13F +1,200 shares

    0.06% of the 13F portfolio, value $450,003.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 1,701 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $262,345.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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