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Bedell Frazier Investment Counselling, LLC: XLB position timeline

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

Bedell Frazier Investment Counselling, LLC held 64,831 XLB shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 64,831 shares
    Change vs previous 13F +24,149 shares

    0.65% of the 13F portfolio, value $3,239,606.

    13F-HR 0001172661-26-002262 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 40,682 shares
    Change vs previous 13F +20,321 shares

    0.36% of the 13F portfolio, value $1,844,929.

    13F-HR 0001172661-26-000843 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 20,361 shares
    Change vs previous 13F +262 shares

    0.38% of the 13F portfolio, value $1,824,753.

    13F-HR 0001172661-25-004709 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 20,099 shares
    Change vs previous 13F -631 shares

    0.44% of the 13F portfolio, value $1,764,894.

    13F-HR 0001172661-25-003018 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 20,730 shares
    Change vs previous 13F -392 shares

    0.45% of the 13F portfolio, value $1,782,366.

    13F-HR 0001172661-25-001863 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 21,122 shares
    Change vs previous 13F -45 shares

    0.44% of the 13F portfolio, value $1,777,206.

    13F-HR 0001172661-25-000693 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 21,167 shares
    Change vs previous 13F -131 shares

    0.49% of the 13F portfolio, value $2,040,076.

    13F-HR 0001172661-24-004600 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 21,298 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,880,827.

    13F-HR 0001172661-24-003168 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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