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BROADWATER CAPITAL MANAGEMENT LLC: XBI position timeline

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

BROADWATER CAPITAL MANAGEMENT LLC held 11,900 XBI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,900 shares
    Change vs previous 13F -400 shares

    1.37% of the 13F portfolio, value $1,883,175.

    13F-HR 0002084339-26-000011 filed by BROADWATER CAPITAL 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 12,300 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $1,499,739.

    13F-HR 0002084339-26-000010 filed by BROADWATER CAPITAL 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 12,300 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $1,499,739.

    13F-HR 0002084339-26-000001 filed by BROADWATER CAPITAL 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/A 12,300 shares
    Change vs previous 13F -1,007,739 shares

    0.9% of the 13F portfolio, value $1,232,460.

    13F-HR/A 0002084339-26-000002 filed by BROADWATER CAPITAL 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/A 1,020,039 shares
    Change vs previous 13F +1,007,739 shares

    1.46% of the 13F portfolio, value $1,020,039.

    13F-HR/A 0002084339-26-000003 filed by BROADWATER CAPITAL 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/A 12,300 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $997,530.

    13F-HR/A 0002084339-26-000004 filed by BROADWATER CAPITAL 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/A 12,300 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $1,107,738.

    13F-HR/A 0002084339-26-000005 filed by BROADWATER CAPITAL 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/A 12,300 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,215,240.

    13F-HR/A 0002084339-26-000006 filed by BROADWATER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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