Skip to content
Disclosery

BigSur Wealth Management LLC: XBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BigSur Wealth Management LLC on XBI, newest first. How the timeline and the estimate are built.

BigSur Wealth Management LLC held 5,000 XBI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,000 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $788,400.

    13F-HR 0001398344-26-018154 filed by BigSur Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,000 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $791,250.

    13F-HR 0001398344-26-012137 filed by BigSur 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 ended2026-03-31
    13F 5,000 shares
    Change vs previous 13F -1,500 shares

    0.18% of the 13F portfolio, value $638,650.

    13F-HR 0001398344-26-006828 filed by BigSur 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 ended2025-12-31
    13F 6,500 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $792,545.

    13F-HR 0001398344-26-001298 filed by BigSur 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 ended2025-09-30
    13F 6,500 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $651,300.

    13F-HR 0001398344-25-019122 filed by BigSur 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 ended2025-06-30
    13F 6,500 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $539,045.

    13F-HR 0001398344-25-013158 filed by BigSur 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 ended2025-03-31
    13F 6,500 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $527,150.

    13F-HR 0001398344-25-007207 filed by BigSur 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 ended2024-12-31
    13F 6,500 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $585,390.

    13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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