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Swan Global Investments, LLC: XLI position timeline

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

Swan Global Investments, LLC held 124,570 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,570 shares
    Change vs previous 13F +284 shares

    1.05% of the 13F portfolio, value $23,074,101.

    13F-HR 0001591505-26-000004 filed by Swan Global Investments, 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 124,286 shares
    Change vs previous 13F -35,669 shares

    1.08% of the 13F portfolio, value $20,100,775.

    13F-HR 0001591505-26-000003 filed by Swan Global Investments, 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 159,955 shares
    Change vs previous 13F -46,330 shares

    1.18% of the 13F portfolio, value $24,812,220.

    13F-HR 0001591505-26-000002 filed by Swan Global Investments, 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 206,285 shares
    Change vs previous 13F -33,499 shares

    1.41% of the 13F portfolio, value $31,815,336.

    13F-HR 0001591505-25-000006 filed by Swan Global Investments, 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 239,784 shares
    Change vs previous 13F -21,400 shares

    1.64% of the 13F portfolio, value $35,372,936.

    13F-HR 0001591505-25-000004 filed by Swan Global Investments, 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 261,184 shares
    Change vs previous 13F -20,688 shares

    1.74% of the 13F portfolio, value $34,233,387.

    13F-HR 0001591505-25-000003 filed by Swan Global Investments, 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 281,872 shares
    Change vs previous 13F -42,536 shares

    1.8% of the 13F portfolio, value $37,139,455.

    13F-HR 0001591505-25-000001 filed by Swan Global Investments, 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 324,408 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $43,937,820.

    13F-HR 0001591505-24-000006 filed by Swan Global Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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