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AAFMAA Wealth Management & Trust LLC: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAFMAA Wealth Management & Trust LLC on XLB, newest first. How the timeline and the estimate are built.

AAFMAA Wealth Management & Trust LLC held 0 XLB shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -13,568 shares

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 13,568 shares
    Change vs previous 13F +8,707 shares

    0.24% of the 13F portfolio, value $615,309.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,861 shares
    Change vs previous 13F +60 shares

    0.17% of the 13F portfolio, value $435,642.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,801 shares
    Change vs previous 13F -5,731 shares

    0.17% of the 13F portfolio, value $421,576.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 10,532 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $905,541.

    13F-HR 0001376474-25-000327 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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