Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,185,385
+$361,331 QoQ
Shares Held
42,994
+17.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#102
of 293 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,185,385 | 42,994 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,824,054 | 36,503 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,175,517 | 25,921 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,072,392 | 11,966 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $990,408 | 11,279 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,008,803 | 11,733 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,292,137 | 15,357 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $717,259 | 7,442 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $306,965 | 3,476 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||