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Tradewinds Capital Management, LLC: XLI position timeline

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

Tradewinds Capital Management, LLC held 147,946 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,946 shares
    Change vs previous 13F +147,376 shares

    4.87% of the 13F portfolio, value $27,404,038.

    13F-HR 0001616026-26-000007 filed by Tradewinds Capital Management, 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 570 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $92,187.

    13F-HR 0001616026-26-000005 filed by Tradewinds Capital Management, 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 574 shares
    Change vs previous 13F -157,931 shares

    0.02% of the 13F portfolio, value $89,039.

    13F-HR 0001616026-26-000002 filed by Tradewinds Capital Management, 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 158,505 shares
    Change vs previous 13F +157,936 shares

    5.49% of the 13F portfolio, value $24,446,227.

    13F-HR 0001616026-25-000007 filed by Tradewinds Capital Management, 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 569 shares
    Change vs previous 13F -2 shares

    0.02% of the 13F portfolio, value $83,939.

    13F-HR 0001616026-25-000004 filed by Tradewinds Capital Management, 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 571 shares
    Change vs previous 13F -130,752 shares

    0.02% of the 13F portfolio, value $74,841.

    13F-HR 0001616026-25-000003 filed by Tradewinds Capital Management, 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 131,323 shares
    Change vs previous 13F +47,885 shares

    4.57% of the 13F portfolio, value $17,303,119.

    13F-HR 0001616026-25-000001 filed by Tradewinds Capital Management, 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 83,438 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $11,300,843.

    13F-HR 0001616026-24-000007 filed by Tradewinds Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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