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Round Rock Advisors LLC: XLI position timeline

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

Round Rock Advisors LLC held 116,373 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,373 shares
    Change vs previous 13F +3,648 shares

    2.78% of the 13F portfolio, value $21,555,800.

    13F-HR 0001951757-26-001257 filed by Round Rock 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 112,725 shares
    Change vs previous 13F +1,639 shares

    2.79% of the 13F portfolio, value $18,231,000.

    13F-HR 0001951757-26-000878 filed by Round Rock 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/A 111,086 shares
    Change vs previous 13F +1,378 shares

    2.59% of the 13F portfolio, value $17,231,666.

    13F-HR/A 0001951757-26-000520 filed by Round Rock 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 109,708 shares
    Change vs previous 13F +1,378 shares

    2.68% of the 13F portfolio, value $16,920,255.

    13F-HR 0001951757-25-001443 filed by Round Rock 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 108,330 shares
    Change vs previous 13F +1,024 shares

    2.76% of the 13F portfolio, value $15,980,887.

    13F-HR 0001951757-25-001039 filed by Round Rock 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 107,306 shares
    Change vs previous 13F +12,633 shares

    2.61% of the 13F portfolio, value $14,064,547.

    13F-HR 0001951757-25-000487 filed by Round Rock 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 94,673 shares
    Change vs previous 13F -1,175 shares

    2.56% of the 13F portfolio, value $12,474,097.

    13F-HR 0001951757-25-000115 filed by Round Rock 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 95,848 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $12,981,625.

    13F-HR 0001951757-24-001162 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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