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Steward Partners Investment Advisory, LLC: XLI position timeline

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

Steward Partners Investment Advisory, LLC held 143,569 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,569 shares
    Change vs previous 13F +72,904 shares

    0.14% of the 13F portfolio, value $26,593,332.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 70,665 shares
    Change vs previous 13F -16,428 shares

    0.06% of the 13F portfolio, value $11,428,733.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 87,093 shares
    Change vs previous 13F -76,133 shares

    0.07% of the 13F portfolio, value $13,509,993.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 163,226 shares
    Change vs previous 13F +8,916 shares

    0.14% of the 13F portfolio, value $25,174,326.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 154,310 shares
    Change vs previous 13F +89,349 shares

    0.18% of the 13F portfolio, value $22,763,704.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 64,961 shares
    Change vs previous 13F +3,781 shares

    0.08% of the 13F portfolio, value $8,514,515.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 61,180 shares
    Change vs previous 13F +14,709 shares

    0.07% of the 13F portfolio, value $8,061,064.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 46,471 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,293,975.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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