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Disclosery

Safe Harbor Fiduciary, LLC: XLI position timeline

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

Safe Harbor Fiduciary, LLC held 12,344 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,344 shares
    Change vs previous 13F +605 shares

    1.78% of the 13F portfolio, value $2,286,479.

    13F-HR 0002036114-26-000003 filed by Safe Harbor Fiduciary, 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 11,739 shares
    Change vs previous 13F +205 shares

    1.81% of the 13F portfolio, value $1,898,549.

    13F-HR 0002036114-26-000002 filed by Safe Harbor Fiduciary, 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 11,534 shares
    Change vs previous 13F +11,454 shares

    1.58% of the 13F portfolio, value $1,789,154.

    13F-HR 0002036114-26-000001 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 80 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,802.

    13F-HR 0002036114-25-000002 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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