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Disclosery

Bank of Marin: XLB position timeline

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

Bank of Marin held 14,093 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,093 shares
    Change vs previous 13F +375 shares

    0.5% of the 13F portfolio, value $716,347.

    13F-HR 0001628280-26-056805 filed by Bank of Marin
    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 13,718 shares
    Change vs previous 13F +3,310 shares

    0.5% of the 13F portfolio, value $685,488.

    13F-HR 0001628280-26-034926 filed by Bank of Marin
    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 10,408 shares
    Change vs previous 13F +5,065 shares

    0.33% of the 13F portfolio, value $472,002.

    13F-HR 0001628280-26-008268 filed by Bank of Marin
    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 5,343 shares
    Change vs previous 13F -186 shares

    0.34% of the 13F portfolio, value $478,839.

    13F-HR 0001628280-25-049072 filed by Bank of Marin
    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 5,529 shares
    Change vs previous 13F -50 shares

    0.37% of the 13F portfolio, value $485,501.

    13F-HR 0001801145-25-000006 filed by Bank of Marin
    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 5,579 shares
    Change vs previous 13F -334 shares

    0.61% of the 13F portfolio, value $479,682.

    13F-HR 0001801145-25-000004 filed by Bank of Marin
    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 5,913 shares
    Change vs previous 13F -50 shares

    0.39% of the 13F portfolio, value $497,519.

    13F-HR 0001801145-25-000002 filed by Bank of Marin
    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 5,963 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $574,713.

    13F-HR 0001801145-24-000008 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

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