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TUCKER ASSET MANAGEMENT LLC: XLI position timeline

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

TUCKER ASSET MANAGEMENT LLC held 28,422 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,422 shares
    Change vs previous 13F -2,147 shares

    1.3% of the 13F portfolio, value $5,264,676.

    13F-HR 0001398344-26-015711 filed by TUCKER ASSET 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 30,569 shares
    Change vs previous 13F +11,238 shares

    1.48% of the 13F portfolio, value $4,943,953.

    13F-HR 0001398344-26-015706 filed by TUCKER ASSET 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 19,331 shares
    Change vs previous 13F -5,739 shares

    0.87% of the 13F portfolio, value $2,998,625.

    13F-HR 0001398344-26-002318 filed by TUCKER ASSET 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 25,070 shares
    Change vs previous 13F -6,762 shares

    1.17% of the 13F portfolio, value $3,866,546.

    13F-HR 0001398344-26-000220 filed by TUCKER ASSET 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 31,832 shares
    Change vs previous 13F -3,190 shares

    1.5% of the 13F portfolio, value $4,695,828.

    13F-HR 0001398344-26-000218 filed by TUCKER ASSET 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 35,022 shares
    Change vs previous 13F -26,267 shares

    1.49% of the 13F portfolio, value $4,590,270.

    13F-HR 0001398344-26-000215 filed by TUCKER ASSET 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 61,289 shares
    Change vs previous 13F -7,018 shares

    0.86% of the 13F portfolio, value $8,075,466.

    13F-HR 0001398344-25-002523 filed by TUCKER ASSET 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 68,307 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $9,251,458.

    13F-HR 0001398344-25-001689 filed by TUCKER ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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