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Relyea Zuckerberg Hanson LLC: XLI position timeline

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

Relyea Zuckerberg Hanson LLC held 40,511 XLI shares at 2026-06-30 per its 13F-HR/A filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 40,511 shares
    Change vs previous 13F +26,056 shares

    0.63% of the 13F portfolio, value $7,503,853.

    13F-HR/A 0001793691-26-000005 filed by Relyea Zuckerberg Hanson 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 14,455 shares
    Change vs previous 13F -13,098 shares

    0.24% of the 13F portfolio, value $2,337,807.

    13F-HR 0001793691-26-000002 filed by Relyea Zuckerberg Hanson 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 27,553 shares
    Change vs previous 13F +45 shares

    0.43% of the 13F portfolio, value $4,273,959.

    13F-HR 0001793691-26-000001 filed by Relyea Zuckerberg Hanson 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 27,508 shares
    Change vs previous 13F -13,024 shares

    0.45% of the 13F portfolio, value $4,242,621.

    13F-HR 0001793691-25-000008 filed by Relyea Zuckerberg Hanson 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 40,532 shares
    Change vs previous 13F +13,030 shares

    0.7% of the 13F portfolio, value $5,979,233.

    13F-HR 0001793691-25-000003 filed by Relyea Zuckerberg Hanson 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 27,502 shares
    Change vs previous 13F -2,909 shares

    0.49% of the 13F portfolio, value $3,604,663.

    13F-HR 0001793691-25-000002 filed by Relyea Zuckerberg Hanson 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 30,411 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $4,006,929.

    13F-HR 0001793691-25-000001 filed by Relyea Zuckerberg Hanson 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 30,411 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $4,118,841.

    13F-HR 0001793691-24-000005 filed by Relyea Zuckerberg Hanson LLC
    Filed (acceptance time not in the bulk data set), ingested

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