Skip to content
Disclosery

BOS Asset Management, LLC: XLB position timeline

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

BOS Asset Management, LLC held 38,531 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 38,531 shares
    Change vs previous 13F -14 shares

    0.44% of the 13F portfolio, value $1,876,460.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,545 shares
    Change vs previous 13F +930 shares

    0.45% of the 13F portfolio, value $1,959,242.

    13F-HR 0001965814-26-000003 filed by BOS Asset 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 37,615 shares
    Change vs previous 13F -2,299 shares

    0.48% of the 13F portfolio, value $1,879,622.

    13F-HR 0001965814-26-000002 filed by BOS Asset 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 39,914 shares
    Change vs previous 13F +21,097 shares

    0.48% of the 13F portfolio, value $1,810,100.

    13F-HR 0001965814-26-000001 filed by BOS Asset 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 18,817 shares
    Change vs previous 13F +486 shares

    0.48% of the 13F portfolio, value $1,686,380.

    13F-HR 0001965814-25-000009 filed by BOS Asset 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 18,331 shares
    Change vs previous 13F +730 shares

    0.51% of the 13F portfolio, value $1,609,645.

    13F-HR 0001965814-25-000007 filed by BOS Asset 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 17,601 shares
    Change vs previous 13F +1,035 shares

    0.52% of the 13F portfolio, value $1,513,334.

    13F-HR 0001965814-25-000006 filed by BOS Asset 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 16,566 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,393,863.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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