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Abbot Financial Management, Inc.: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abbot Financial Management, Inc. on XLB, newest first. How the timeline and the estimate are built.

Abbot Financial Management, Inc. held 22,548 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,548 shares
    Change vs previous 13F -100 shares

    0.42% of the 13F portfolio, value $1,146,115.

    13F-HR 0001714341-26-000003 filed by Abbot Financial Management, Inc.
    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 22,648 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,131,721.

    13F-HR 0001714341-26-000002 filed by Abbot Financial Management, Inc.
    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 22,648 shares
    Change vs previous 13F +11,324 shares

    0.43% of the 13F portfolio, value $1,027,087.

    13F-HR 0001714341-26-000001 filed by Abbot Financial Management, Inc.
    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 11,324 shares
    Change vs previous 13F -400 shares

    0.43% of the 13F portfolio, value $1,014,857.

    13F-HR 0001714341-25-000006 filed by Abbot Financial Management, Inc.
    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 11,724 shares
    Change vs previous 13F -35 shares

    0.47% of the 13F portfolio, value $1,029,484.

    13F-HR 0001714341-25-000003 filed by Abbot Financial Management, Inc.
    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 11,759 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,011,039.

    13F-HR 0001714341-25-000002 filed by Abbot Financial Management, Inc.
    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 11,759 shares
    Change vs previous 13F -200 shares

    0.49% of the 13F portfolio, value $989,402.

    13F-HR 0001714341-25-000001 filed by Abbot Financial Management, Inc.
    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 11,959 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,152,608.

    13F-HR 0001714341-24-000006 filed by Abbot Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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