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Successful Portfolios LLC: XLI position timeline

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

Successful Portfolios LLC held 11,143 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 11,143 shares
    Change vs previous 13F -166 shares

    0.87% of the 13F portfolio, value $1,895,327.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,309 shares
    Change vs previous 13F -5 shares

    0.96% of the 13F portfolio, value $2,052,909.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    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 11,314 shares
    Change vs previous 13F -15 shares

    0.99% of the 13F portfolio, value $1,801,629.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,329 shares
    Change vs previous 13F -59 shares

    0.93% of the 13F portfolio, value $1,834,504.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,388 shares
    Change vs previous 13F -16 shares

    1.02% of the 13F portfolio, value $1,756,352.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,404 shares
    Change vs previous 13F -24 shares

    1.03% of the 13F portfolio, value $1,682,279.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    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 11,428 shares
    Change vs previous 13F -21 shares

    1.02% of the 13F portfolio, value $1,497,819.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,449 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,508,457.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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