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Disclosery

Arax Advisory Partners: XLB position timeline

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

Arax Advisory Partners held 46,452 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,452 shares
    Change vs previous 13F +45,866 shares

    0.02% of the 13F portfolio, value $2,361,182.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 586 shares
    Change vs previous 13F -6,464 shares

    <0.01% of the 13F portfolio, value $29,324.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 7,050 shares
    Change vs previous 13F -95,425 shares

    0.01% of the 13F portfolio, value $319,718.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 102,475 shares
    Change vs previous 13F +102,435 shares

    0.19% of the 13F portfolio, value $12,990,484.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 40 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $3,513.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 140 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $12,038.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 40 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,366.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 40 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,856.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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