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Disclosery

Caitlin John, LLC: XYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caitlin John, LLC on XYLD, newest first. How the timeline and the estimate are built.

Caitlin John, LLC held 300 XYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 300 shares
    Change vs previous 13F -1,100 shares

    0.01% of the 13F portfolio, value $12,237.

    13F-HR 0002010947-26-000003 filed by Caitlin John, 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 1,400 shares
    Change vs previous 13F -800 shares

    0.03% of the 13F portfolio, value $54,782.

    13F-HR 0002010947-26-000002 filed by Caitlin John, 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 2,200 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $89,386.

    13F-HR 0002010947-26-000001 filed by Caitlin John, 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 2,400 shares
    Change vs previous 13F +2,400 shares

    0.07% of the 13F portfolio, value $94,224.

    13F-HR 0002010947-25-000010 filed by Caitlin John, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,235 shares

    13F-HR 0002010947-25-000007 filed by Caitlin John, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 2,235 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $93,657.

    13F-HR 0002010947-25-000001 filed by Caitlin John, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,233 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $94,218.

    13F-HR 0002010947-24-000003 filed by Caitlin John, LLC
    Filed (acceptance time not in the bulk data set), ingested

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