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CARY STREET PARTNERS ASSET MANAGEMENT LLC: XLI position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 16,461 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,461 shares
    Change vs previous 13F +428 shares

    0.06% of the 13F portfolio, value $3,049,124.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 16,258 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 203 shares

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

  2. period ended2026-03-31
    13F 16,033 shares
    Change vs previous 13F -646 shares

    0.06% of the 13F portfolio, value $2,593,093.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 15,859 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 174 shares

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

  3. period ended2025-12-31
    13F 16,679 shares
    Change vs previous 13F +1,840 shares

    0.06% of the 13F portfolio, value $2,587,271.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 16,412 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 267 shares

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

  4. period ended2025-09-30
    13F 14,839 shares
    Change vs previous 13F -1,133 shares

    0.06% of the 13F portfolio, value $2,288,575.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 14,626 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 213 shares

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

  5. period ended2025-06-30
    13F 15,972 shares
    Change vs previous 13F +1,320 shares

    0.06% of the 13F portfolio, value $2,356,214.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 15,759 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 213 shares

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

  6. period ended2025-03-31
    13F 14,652 shares
    Change vs previous 13F -540 shares

    0.06% of the 13F portfolio, value $1,920,490.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 14,445 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 207 shares

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

  7. period ended2024-12-31
    13F 15,192 shares
    Change vs previous 13F +3,552 shares

    0.06% of the 13F portfolio, value $2,001,750.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 14,955 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 237 shares

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

  8. period ended2024-09-30
    13F 11,640 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,576,576.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 11,640 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 2,210 shares (included in another member's report, not added)

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