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Disclosery

CWM, LLC: XLI position timeline

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

CWM, LLC held 121,979 XLI shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 121,979 shares
    Change vs previous 13F +47,583 shares

    0.05% of the 13F portfolio, value $19,727,678.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 74,396 shares
    Change vs previous 13F +20,143 shares

    0.03% of the 13F portfolio, value $11,540,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 54,253 shares
    Change vs previous 13F +18,077 shares

    0.03% of the 13F portfolio, value $8,367,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 36,176 shares
    Change vs previous 13F -8,696 shares

    0.02% of the 13F portfolio, value $5,337,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 44,872 shares
    Change vs previous 13F +4,914 shares

    0.02% of the 13F portfolio, value $5,881,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 39,958 shares
    Change vs previous 13F -157,851 shares

    0.02% of the 13F portfolio, value $5,265,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 197,809 shares
    Change vs previous 13F -11,476 shares

    0.12% of the 13F portfolio, value $26,791,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 209,285 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $25,506,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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