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Disclosery

BigSur Wealth Management LLC: XLB position timeline

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

BigSur Wealth Management LLC held 18,200 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,200 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $925,106.

    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).

  2. period ended2026-03-31
    13F 18,200 shares
    Change vs previous 13F -2,620 shares

    0.26% of the 13F portfolio, value $909,454.

    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).

  3. period ended2025-12-31
    13F 20,820 shares
    Change vs previous 13F +10,410 shares

    0.23% of the 13F portfolio, value $944,187.

    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).

  4. period ended2025-09-30
    13F 10,410 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $932,944.

    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).

  5. period ended2025-06-30
    13F 10,410 shares
    Change vs previous 13F -1,500 shares

    0.23% of the 13F portfolio, value $914,102.

    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).

  6. period ended2025-03-31
    13F 11,910 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,024,022.

    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).

  7. period ended2024-12-31
    13F 11,910 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,002,107.

    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).

  8. period ended2024-09-30
    13F 11,910 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,147,886.

    13F-HR 0001398344-24-018923 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).