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Disclosery

VCI Wealth Management LLC: XLI position timeline

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

VCI Wealth Management LLC held 4,556 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,556 shares
    Change vs previous 13F +62 shares

    0.21% of the 13F portfolio, value $843,912.

    13F-HR 0002009388-26-000002 filed by VCI Wealth 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 4,494 shares
    Change vs previous 13F -472 shares

    0.2% of the 13F portfolio, value $726,816.

    13F-HR 0002085853-26-000440 filed by VCI Wealth 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 4,966 shares
    Change vs previous 13F -4,111 shares

    0.21% of the 13F portfolio, value $770,326.

    13F-HR 0002085853-26-000098 filed by VCI Wealth 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 9,077 shares
    Change vs previous 13F -1,630 shares

    0.42% of the 13F portfolio, value $1,399,946.

    13F-HR 0002085853-25-000098 filed by VCI Wealth 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 10,707 shares
    Change vs previous 13F +550 shares

    0.55% of the 13F portfolio, value $1,579,497.

    13F-HR 0001667731-25-001009 filed by VCI Wealth 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 10,157 shares
    Change vs previous 13F -1,431 shares

    0.56% of the 13F portfolio, value $1,331,278.

    13F-HR 0001667731-25-000595 filed by VCI Wealth 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/A 11,588 shares
    Change vs previous 13F +3,647 shares

    0.65% of the 13F portfolio, value $1,526,835.

    13F-HR/A 0001667731-25-000238 filed by VCI Wealth 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 7,941 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,075,529.

    13F-HR 0002009388-24-000005 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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