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Advisory Resource Group: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on XLB, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 44,217 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,217 shares
    Change vs previous 13F +927 shares

    0.34% of the 13F portfolio, value $2,247,550.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 43,290 shares
    Change vs previous 13F -16,090 shares

    0.37% of the 13F portfolio, value $2,163,201.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 59,380 shares
    Change vs previous 13F +45,767 shares

    0.47% of the 13F portfolio, value $2,692,883.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 13,613 shares
    Change vs previous 13F +505 shares

    0.22% of the 13F portfolio, value $1,219,997.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 13,108 shares
    Change vs previous 13F -12,391 shares

    0.22% of the 13F portfolio, value $1,151,013.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 25,499 shares
    Change vs previous 13F +1,547 shares

    0.45% of the 13F portfolio, value $2,192,404.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 23,952 shares
    Change vs previous 13F +3,200 shares

    0.43% of the 13F portfolio, value $2,015,321.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 20,752 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,000,078.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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