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Biltmore Wealth Management, LLC: XYL position timeline

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

Biltmore Wealth Management, LLC held 6,485 XYL 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 6,485 shares
    Change vs previous 13F -196 shares

    0.2% of the 13F portfolio, value $656,724.

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

  2. period ended2026-06-30
    13F 6,681 shares
    Change vs previous 13F +1,154 shares

    0.25% of the 13F portfolio, value $789,714.

    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 5,527 shares
    Change vs previous 13F +215 shares

    0.23% of the 13F portfolio, value $660,500.

    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 5,312 shares
    Change vs previous 13F +13 shares

    0.27% of the 13F portfolio, value $723,438.

    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 5,299 shares
    Change vs previous 13F +185 shares

    0.3% of the 13F portfolio, value $781,610.

    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 5,114 shares
    Change vs previous 13F +46 shares

    0.27% of the 13F portfolio, value $661,501.

    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 5,068 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $605,364.

    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).