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Disclosery

Rise Advisors, LLC: XLI position timeline

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

Rise Advisors, LLC held 1,732 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,732 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $320,831.

    13F-HR 0001831316-26-000004 filed by Rise Advisors, 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 1,728 shares
    Change vs previous 13F -1,131 shares

    0.1% of the 13F portfolio, value $284,099.

    13F-HR 0001831316-26-000003 filed by Rise Advisors, 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 2,859 shares
    Change vs previous 13F -36,745 shares

    0.16% of the 13F portfolio, value $443,485.

    13F-HR 0001831316-26-000001 filed by Rise Advisors, 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 39,604 shares
    Change vs previous 13F +2,132 shares

    2.19% of the 13F portfolio, value $6,108,080.

    13F-HR 0001831316-25-000007 filed by Rise Advisors, 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 37,472 shares
    Change vs previous 13F +1,348 shares

    2.19% of the 13F portfolio, value $5,527,895.

    13F-HR 0001831316-25-000006 filed by Rise Advisors, 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 36,124 shares
    Change vs previous 13F -243 shares

    2.09% of the 13F portfolio, value $4,734,810.

    13F-HR 0001831316-25-000005 filed by Rise Advisors, 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 36,367 shares
    Change vs previous 13F -351 shares

    2.3% of the 13F portfolio, value $4,791,687.

    13F-HR 0001831316-25-000001 filed by Rise Advisors, 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 36,718 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $4,973,088.

    13F-HR 0001831316-24-000004 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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