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Disclosery

AMERICAN FINANCIAL & TAX STRATEGIES INC: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMERICAN FINANCIAL & TAX STRATEGIES INC on XLB, newest first. How the timeline and the estimate are built.

AMERICAN FINANCIAL & TAX STRATEGIES INC held 30,654 XLB shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,654 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $1,492,825.

    13F-HR 0000911927-26-000005 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,654 shares
    Change vs previous 13F -74 shares

    0.7% of the 13F portfolio, value $1,558,117.

    13F-HR 0000911927-26-000003 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 30,728 shares
    Change vs previous 13F -1,289 shares

    0.75% of the 13F portfolio, value $1,535,453.

    13F-HR 0000911927-26-000002 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 32,017 shares
    Change vs previous 13F +15,917 shares

    0.72% of the 13F portfolio, value $1,451,948.

    13F-HR 0000911927-26-000001 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,100 shares
    Change vs previous 13F -559 shares

    0.72% of the 13F portfolio, value $1,442,837.

    13F-HR 0000911927-25-000006 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,659 shares
    Change vs previous 13F -1,570 shares

    0.76% of the 13F portfolio, value $1,462,783.

    13F-HR 0000911927-25-000003 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,229 shares
    Change vs previous 13F -634 shares

    0.84% of the 13F portfolio, value $1,567,286.

    13F-HR 0000911927-25-000002 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,863 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,587,091.

    13F-HR 0000911927-25-000001 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Filed (acceptance time not in the bulk data set), ingested

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