Skip to content
Disclosery

Shira Ridge Wealth Management: XLI position timeline

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

Shira Ridge Wealth Management held 58,284 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 58,284 shares
    Change vs previous 13F +704 shares

    3.38% of the 13F portfolio, value $9,732,253.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 57,580 shares
    Change vs previous 13F +496 shares

    3.72% of the 13F portfolio, value $10,665,593.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 57,084 shares
    Change vs previous 13F -2,060 shares

    3.65% of the 13F portfolio, value $9,232,248.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 59,144 shares
    Change vs previous 13F +1,799 shares

    3.69% of the 13F portfolio, value $9,174,459.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 57,345 shares
    Change vs previous 13F +874 shares

    3.75% of the 13F portfolio, value $8,844,351.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 56,471 shares
    Change vs previous 13F -124 shares

    3.81% of the 13F portfolio, value $8,330,620.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 56,595 shares
    Change vs previous 13F +5,040 shares

    3.7% of the 13F portfolio, value $7,417,915.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 51,555 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $6,792,887.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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