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Premier Path Wealth Partners, LLC: XLI position timeline

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

Premier Path Wealth Partners, LLC held 40,279 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,279 shares
    Change vs previous 13F -4,199 shares

    0.86% of the 13F portfolio, value $7,460,814.

    13F-HR 0001999925-26-000003 filed by Premier Path Wealth Partners, 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 44,478 shares
    Change vs previous 13F -9,360 shares

    0.94% of the 13F portfolio, value $7,193,450.

    13F-HR 0001999925-26-000002 filed by Premier Path Wealth Partners, 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 53,838 shares
    Change vs previous 13F -3,580 shares

    1.08% of the 13F portfolio, value $8,351,360.

    13F-HR 0001999925-26-000001 filed by Premier Path Wealth Partners, 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 57,418 shares
    Change vs previous 13F -1,212 shares

    1.14% of the 13F portfolio, value $8,855,511.

    13F-HR 0001999925-25-000005 filed by Premier Path Wealth Partners, 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 58,630 shares
    Change vs previous 13F +740 shares

    1.2% of the 13F portfolio, value $8,649,137.

    13F-HR 0001956824-25-000008 filed by Premier Path Wealth Partners, 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 57,890 shares
    Change vs previous 13F -47 shares

    1.18% of the 13F portfolio, value $7,587,648.

    13F-HR 0001999925-25-000002 filed by Premier Path Wealth Partners, 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 57,937 shares
    Change vs previous 13F +668 shares

    1.16% of the 13F portfolio, value $7,633,753.

    13F-HR 0001999925-25-000001 filed by Premier Path Wealth Partners, 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 57,269 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $7,756,481.

    13F-HR 0001999925-24-000005 filed by Premier Path Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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