Position in XLB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$581,151
-$14,838 QoQ
Shares Held
11,630
-11.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $581,151 | 11,630 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $595,989 | 13,142 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $645,712 | 7,205 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $868,879 | 9,895 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,069,591 | 12,440 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,067,063 | 12,682 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,297,082 | 13,458 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,197,130 | 13,556 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,241,010 | 13,360 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,101,926 | 12,882 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $991,143 | 12,618 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $868,560 | 10,481 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $464,762 | 5,762 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $289,591 | 3,728 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||