Skip to content
Disclosery

ADVISORY RESEARCH INC: XBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORY RESEARCH INC on XBI, newest first. How the timeline and the estimate are built.

ADVISORY RESEARCH INC held 11,071 XBI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,071 shares
    Change vs previous 13F +90 shares

    0.17% of the 13F portfolio, value $1,751,986.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH 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 10,981 shares
    Change vs previous 13F -288 shares

    0.17% of the 13F portfolio, value $1,402,603.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH 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 11,269 shares
    Change vs previous 13F +586 shares

    0.17% of the 13F portfolio, value $1,374,029.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH 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 10,683 shares
    Change vs previous 13F +406 shares

    0.14% of the 13F portfolio, value $1,070,437.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH 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 10,277 shares
    Change vs previous 13F +691 shares

    0.13% of the 13F portfolio, value $852,272.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH 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 9,586 shares
    Change vs previous 13F +26 shares

    0.14% of the 13F portfolio, value $777,425.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH 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 9,560 shares
    Change vs previous 13F +51 shares

    0.14% of the 13F portfolio, value $860,974.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH 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 9,509 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $939,489.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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