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Disclosery

ARS Investment Partners, LLC: XLB position timeline

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

ARS Investment Partners, LLC held 10,128 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,128 shares
    Change vs previous 13F +380 shares

    0.02% of the 13F portfolio, value $514,786.

    13F-HR 0001172661-26-002531 filed by ARS Investment Partners, LLC
    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 9,748 shares
    Change vs previous 13F -1,571 shares

    0.03% of the 13F portfolio, value $487,110.

    13F-HR 0001172661-26-001501 filed by ARS Investment Partners, LLC
    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 11,319 shares
    Change vs previous 13F +6,077 shares

    0.03% of the 13F portfolio, value $513,323.

    13F-HR 0001172661-26-000498 filed by ARS Investment Partners, LLC
    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 5,242 shares
    Change vs previous 13F +743 shares

    0.03% of the 13F portfolio, value $469,809.

    13F-HR 0001172661-25-004293 filed by ARS Investment Partners, LLC
    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 4,499 shares
    Change vs previous 13F +185 shares

    0.03% of the 13F portfolio, value $395,084.

    13F-HR 0001172661-25-003015 filed by ARS Investment Partners, LLC
    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 4,314 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $362,954.

    13F-HR 0001172661-25-001802 filed by ARS Investment Partners, LLC
    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 4,314 shares
    Change vs previous 13F +157 shares

    0.03% of the 13F portfolio, value $362,954.

    13F-HR 0001172661-25-000230 filed by ARS Investment Partners, LLC
    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 4,157 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $400,617.

    13F-HR 0001172661-24-004268 filed by ARS Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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