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Disclosery

Shelter Rock Management, LLC: XLI position timeline

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

Shelter Rock Management, LLC held 43,839 XLI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,839 shares
    Change vs previous 13F +18,895 shares

    6.89% of the 13F portfolio, value $7,402,626.

    13F-HR 0001085146-26-000837 filed by Shelter Rock Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,944 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $4,620,425.

    13F-HR 0002109305-26-000003 filed by Shelter Rock Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).