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Biltmore Wealth Management, LLC: XLB position timeline

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

Biltmore Wealth Management, LLC held 287,861 XLB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 287,861 shares
    Change vs previous 13F +14,284 shares

    4.34% of the 13F portfolio, value $14,018,825.

    13F-HR 0001085146-26-000865 filed by Biltmore Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 273,577 shares
    Change vs previous 13F +21,132 shares

    4.34% of the 13F portfolio, value $13,905,918.

    13F-HR 0001598102-26-000003 filed by Biltmore 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 252,445 shares
    Change vs previous 13F +2,836 shares

    4.49% of the 13F portfolio, value $12,614,687.

    13F-HR 0001598102-26-000002 filed by Biltmore 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 249,609 shares
    Change vs previous 13F +125,740 shares

    4.27% of the 13F portfolio, value $11,319,779.

    13F-HR 0001598102-26-000001 filed by Biltmore 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 123,869 shares
    Change vs previous 13F +5,342 shares

    4.24% of the 13F portfolio, value $11,101,122.

    13F-HR 0001598102-25-000002 filed by Biltmore 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 118,527 shares
    Change vs previous 13F +1,733 shares

    4.21% of the 13F portfolio, value $10,407,816.

    13F-HR 0001085146-25-003687 filed by Biltmore 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 116,794 shares
    Change vs previous 13F -44 shares

    4.24% of the 13F portfolio, value $10,041,935.

    13F-HR 0001085146-25-002130 filed by Biltmore 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 116,838 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $9,830,758.

    13F-HR 0001085146-25-000166 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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