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Disclosery

CHARTIST INC /CA/: XHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHARTIST INC /CA/ on XHB, newest first. How the timeline and the estimate are built.

CHARTIST INC /CA/ held 9,785 XHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,785 shares
    Change vs previous 13F -53 shares

    0.71% of the 13F portfolio, value $1,130,709.

    13F-HR 0001129770-26-000003 filed by CHARTIST INC /CA/
    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 9,838 shares
    Change vs previous 13F -163 shares

    0.7% of the 13F portfolio, value $971,167.

    13F-HR 0001129770-26-000002 filed by CHARTIST INC /CA/
    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 10,001 shares
    Change vs previous 13F -287 shares

    0.7% of the 13F portfolio, value $1,029,657.

    13F-HR 0001129770-26-000001 filed by CHARTIST INC /CA/
    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 10,288 shares
    Change vs previous 13F -1,118 shares

    0.78% of the 13F portfolio, value $1,139,858.

    13F-HR 0001129770-25-000008 filed by CHARTIST INC /CA/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 11,406 shares
    Change vs previous 13F +44 shares

    0.62% of the 13F portfolio, value $1,191,971.

    13F-HR 0001129770-25-000001 filed by CHARTIST INC /CA/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 11,362 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,415,300.

    13F-HR 0001129770-24-000004 filed by CHARTIST INC /CA/
    Filed (acceptance time not in the bulk data set), ingested

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