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ATTICUS WEALTH MANAGEMENT, LLC: XBIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATTICUS WEALTH MANAGEMENT, LLC on XBIL, newest first. How the timeline and the estimate are built.

ATTICUS WEALTH MANAGEMENT, LLC held 5,858 XBIL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,858 shares
    Change vs previous 13F -3,323 shares

    0.07% of the 13F portfolio, value $292,907.

    13F-HR 0001800234-26-000003 filed by ATTICUS WEALTH MANAGEMENT, 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 9,181 shares
    Change vs previous 13F +4,429 shares

    0.12% of the 13F portfolio, value $459,332.

    13F-HR 0001800234-26-000002 filed by ATTICUS WEALTH MANAGEMENT, 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 4,752 shares
    Change vs previous 13F -4,096 shares

    0.06% of the 13F portfolio, value $237,958.

    13F-HR 0001800234-26-000001 filed by ATTICUS WEALTH MANAGEMENT, 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 8,848 shares
    Change vs previous 13F -4,559 shares

    0.11% of the 13F portfolio, value $444,110.

    13F-HR 0001800234-25-000004 filed by ATTICUS WEALTH MANAGEMENT, 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 13,407 shares
    Change vs previous 13F +326 shares

    0.18% of the 13F portfolio, value $672,357.

    13F-HR 0001085146-25-003716 filed by ATTICUS WEALTH MANAGEMENT, 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 13,081 shares
    Change vs previous 13F +3,583 shares

    0.21% of the 13F portfolio, value $656,288.

    13F-HR 0001085146-25-002231 filed by ATTICUS WEALTH MANAGEMENT, 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 9,498 shares
    Change vs previous 13F +2,471 shares

    0.15% of the 13F portfolio, value $475,213.

    13F-HR 0001085146-25-000396 filed by ATTICUS WEALTH MANAGEMENT, 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 7,027 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $352,775.

    13F-HR 0001085146-24-004854 filed by ATTICUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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