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Focus Partners Wealth: XLI position timeline

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

Focus Partners Wealth held 2,451,608 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,451,608 shares
    Change vs previous 13F +435,446 shares

    0.41% of the 13F portfolio, value $454,111,562.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,444,075 shares
    • Focus Partners Advisor Solutions, LLC: 7,533 shares

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

  2. period ended2026-03-31
    13F 2,016,162 shares
    Change vs previous 13F -65,246 shares

    0.33% of the 13F portfolio, value $326,073,892.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,011,346 shares
    • Focus Partners Advisor Solutions, LLC: 4,816 shares

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

  3. period ended2025-12-31
    13F 2,081,408 shares
    Change vs previous 13F +3,424 shares

    0.34% of the 13F portfolio, value $322,868,089.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,078,231 shares
    • Focus Partners Advisor Solutions, LLC: 3,177 shares

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

  4. period ended2025-09-30
    13F 2,077,984 shares
    Change vs previous 13F +1,848,986 shares

    0.45% of the 13F portfolio, value $320,487,369.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,074,413 shares
    • Focus Partners Advisor Solutions, LLC: 3,571 shares

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

  5. period ended2025-06-30
    13F 228,998 shares
    Change vs previous 13F +137,928 shares

    0.06% of the 13F portfolio, value $33,781,911.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 226,795 shares
    • Focus Partners Advisor Solutions, LLC: 2,203 shares

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

  6. period ended2025-03-31
    13F/A 91,070 shares
    Change vs previous 13F -693 shares

    0.03% of the 13F portfolio, value $11,936,879.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 88,339 shares
    • Focus Partners Advisor Solutions, LLC: 2,731 shares

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

  7. period ended2024-12-31
    13F/A 91,763 shares
    Change vs previous 13F +46,066 shares

    0.03% of the 13F portfolio, value $12,091,069.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 88,599 shares
    • Focus Partners Advisor Solutions, LLC: 3,164 shares

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

  8. period ended2024-09-30
    13F 45,697 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,189,484.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 43,282 shares
    • Focus Partners Advisor Solutions, LLC: 2,415 shares

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