Position in XYL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$543,884
+$11,631 QoQ
Shares Held
4,601
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#628
of 1,089 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Atlas Legacy Advisors, LLC holds $2,495,737 across 5 Specialty Industrial Machinery names. XYL ranks #3 (21.8% of the industry book) .
All Filings in XYL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,884 | 4,601 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $532,253 | 4,454 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $614,171 | 4,510 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $623,482 | 4,227 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $517,051 | 3,997 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $487,755 | 4,083 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $472,665 | 4,074 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||