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Disclosery

ATWOOD & PALMER INC: XBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATWOOD & PALMER INC on XBB, newest first. How the timeline and the estimate are built.

ATWOOD & PALMER INC held 523,438 XBB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 523,438 shares
    Change vs previous 13F +16,356 shares

    1.06% of the 13F portfolio, value $20,683,238.

    13F-HR 0001044929-26-000006 filed by ATWOOD & PALMER INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 507,082 shares
    Change vs previous 13F +7,067 shares

    1.11% of the 13F portfolio, value $20,787,843.

    13F-HR 0001044929-26-000004 filed by ATWOOD & PALMER 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 500,015 shares
    Change vs previous 13F +13,740 shares

    1.15% of the 13F portfolio, value $20,345,601.

    13F-HR 0001044929-26-000003 filed by ATWOOD & PALMER 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 486,275 shares
    Change vs previous 13F +11,119 shares

    1.14% of the 13F portfolio, value $20,007,492.

    13F-HR 0001044929-26-000002 filed by ATWOOD & PALMER 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 475,156 shares
    Change vs previous 13F +11,386 shares

    1.15% of the 13F portfolio, value $19,645,312.

    13F-HR 0001044929-25-000008 filed by ATWOOD & PALMER 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 463,770 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $19,101,296.

    13F-HR 0001044929-25-000006 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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