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Teamwork Financial Advisors, LLC: XLI position timeline

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

Teamwork Financial Advisors, LLC held 25,782 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,782 shares
    Change vs previous 13F +1,727 shares

    0.45% of the 13F portfolio, value $4,775,539.

    13F-HR 0002085853-26-000654 filed by Teamwork Financial Advisors, 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 24,055 shares
    Change vs previous 13F +11,101 shares

    0.43% of the 13F portfolio, value $3,890,390.

    13F-HR 0002085853-26-000320 filed by Teamwork Financial Advisors, 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 12,954 shares
    Change vs previous 13F +8,250 shares

    0.21% of the 13F portfolio, value $2,009,499.

    13F-HR 0002085853-26-000022 filed by Teamwork Financial Advisors, 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 4,704 shares
    Change vs previous 13F -7,410 shares

    0.08% of the 13F portfolio, value $725,503.

    13F-HR 0002085853-25-000028 filed by Teamwork Financial Advisors, 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 12,114 shares
    Change vs previous 13F -139,840 shares

    0.22% of the 13F portfolio, value $1,787,122.

    13F-HR 0001667731-25-000735 filed by Teamwork Financial Advisors, 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 151,954 shares
    Change vs previous 13F +9,954 shares

    2.74% of the 13F portfolio, value $19,916,558.

    13F-HR 0001667731-25-000392 filed by Teamwork Financial Advisors, 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 142,000 shares
    Change vs previous 13F +10,477 shares

    2.44% of the 13F portfolio, value $18,709,857.

    13F-HR 0001667731-25-000048 filed by Teamwork Financial Advisors, 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 131,523 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $17,813,440.

    13F-HR 0001629931-24-000005 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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