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Disclosery

Rockport Wealth LLC: XLI position timeline

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

Rockport Wealth LLC held 1,515 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,515 shares
    Change vs previous 13F -24,560 shares

    0.05% of the 13F portfolio, value $280,623.

    13F-HR 0002085853-26-000878 filed by Rockport Wealth 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 26,075 shares
    Change vs previous 13F +482 shares

    0.77% of the 13F portfolio, value $4,217,514.

    13F-HR 0002085853-26-000565 filed by Rockport Wealth 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 25,593 shares
    Change vs previous 13F +1,748 shares

    0.77% of the 13F portfolio, value $3,969,970.

    13F-HR 0002085853-26-000209 filed by Rockport Wealth 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 23,845 shares
    Change vs previous 13F +10,400 shares

    0.75% of the 13F portfolio, value $3,677,657.

    13F-HR 0002085853-25-000204 filed by Rockport Wealth 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 13,445 shares
    Change vs previous 13F -1,608 shares

    0.46% of the 13F portfolio, value $1,983,469.

    13F-HR 0001667731-25-001115 filed by Rockport Wealth 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 15,053 shares
    Change vs previous 13F -7,676 shares

    0.7% of the 13F portfolio, value $1,973,041.

    13F-HR 0002022866-25-000002 filed by Rockport Wealth 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 22,729 shares
    Change vs previous 13F +6,496 shares

    1.34% of the 13F portfolio, value $3,023,191.

    13F-HR 0002022866-25-000001 filed by Rockport Wealth 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 16,233 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,198,598.

    13F-HR 0002022866-24-000005 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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