STEWARD CAPITAL MANAGEMENT/: XLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEWARD CAPITAL MANAGEMENT/ on XLI, newest first. How the timeline and the estimate are built.

STEWARD CAPITAL MANAGEMENT/ held 0 XLI shares at 2014-06-30 per its 13F-HR filed 2014-07-17.

the latest 13F is the newest step

period ended2014-06-30
13F 0 shares
Change vs previous 13F -20,000 shares
13F-HR 0000919533-14-000003 filed by STEWARD CAPITAL MANAGEMENT/
Filed 2014-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 19:34:04 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2014-03-31
13F 20,000 shares
Change vs previous 13F -15,000 shares
1.81% of the 13F portfolio, value $1,047,000.
13F-HR 0000919533-14-000002 filed by STEWARD CAPITAL MANAGEMENT/
Filed 2014-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 19:42:28 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2013-12-31
13F 35,000 shares
Change vs previous 13F -5,000 shares
2.81% of the 13F portfolio, value $1,830,000.
13F-HR 0000919533-14-000001 filed by STEWARD CAPITAL MANAGEMENT/
Filed 2014-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:53:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2013-09-30
13F 40,000 shares
Change vs previous 13F 0 shares
2.51% of the 13F portfolio, value $1,857,000.
13F-HR 0000919533-13-000005 filed by STEWARD CAPITAL MANAGEMENT/
Filed 2013-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 20:02:22 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2013-06-30
13F 40,000 shares
Change vs previous 13F not available
2.23% of the 13F portfolio, value $1,703,000.
13F-HR 0000919533-13-000004 filed by STEWARD CAPITAL MANAGEMENT/
Filed 2013-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:59:42 UTC
Acceptance time not in the bulk data set (spec §4.2).