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Disclosery

Simmons Bank: XLI position timeline

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

Simmons Bank held 38,667 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,667 shares
    Change vs previous 13F +401 shares

    0.41% of the 13F portfolio, value $7,162,292.

    13F-HR 0001193125-26-328871 filed by Simmons Bank
    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 38,266 shares
    Change vs previous 13F -1,756 shares

    0.41% of the 13F portfolio, value $6,188,770.

    13F-HR 0001193125-26-173397 filed by Simmons Bank
    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 40,022 shares
    Change vs previous 13F -538 shares

    0.42% of the 13F portfolio, value $6,208,212.

    13F-HR 0001193125-26-037903 filed by Simmons Bank
    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 40,560 shares
    Change vs previous 13F -211 shares

    0.42% of the 13F portfolio, value $6,255,580.

    13F-HR 0001193125-25-264360 filed by Simmons Bank
    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 40,771 shares
    Change vs previous 13F -539 shares

    0.43% of the 13F portfolio, value $6,014,535.

    13F-HR 0000950123-25-007036 filed by Simmons Bank
    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 41,310 shares
    Change vs previous 13F -32 shares

    0.41% of the 13F portfolio, value $5,414,512.

    13F-HR 0000950123-25-003810 filed by Simmons Bank
    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 41,342 shares
    Change vs previous 13F -1,136 shares

    0.4% of the 13F portfolio, value $5,447,227.

    13F-HR 0000950123-25-000894 filed by Simmons Bank
    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 42,478 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $5,753,219.

    13F-HR 0000950123-24-010380 filed by Simmons Bank
    Filed (acceptance time not in the bulk data set), ingested

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