TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV: XLI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV on XLI, newest first. How the timeline and the estimate are built.
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV held 1,021 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 1,021 sharesChange vs previous 13F +66 shares
0.06% of the 13F portfolio, value $189,115.
13F-HR 0001398344-26-012662 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 955 sharesChange vs previous 13F +866 shares
0.06% of the 13F portfolio, value $154,527.
13F-HR 0001398344-26-008550 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 89 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $13,781.
13F-HR 0001398344-26-000978 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 89 sharesChange vs previous 13F -605 shares
<0.01% of the 13F portfolio, value $13,656.
13F-HR 0001398344-25-019223 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 694 sharesChange vs previous 13F +2 shares
0.04% of the 13F portfolio, value $102,445.
13F-HR 0001398344-25-013210 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 692 sharesChange vs previous 13F -2,607 shares
0.03% of the 13F portfolio, value $90,751.
13F-HR 0001398344-25-007366 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,299 sharesChange vs previous 13F +15 shares
0.16% of the 13F portfolio, value $434,718.
13F-HR 0001398344-25-002084 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,284 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $444,745.
13F-HR 0001398344-24-019092 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).