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Disclosery

Clearstead Advisors, LLC: XYL position timeline

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

Clearstead Advisors, LLC held 3,729 XYL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,729 shares
    Change vs previous 13F +1,626 shares

    <0.01% of the 13F portfolio, value $440,834.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 2,103 shares
    Change vs previous 13F -1,106 shares

    <0.01% of the 13F portfolio, value $251,348.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 3,209 shares
    Change vs previous 13F +559 shares

    0.01% of the 13F portfolio, value $436,963.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 2,650 shares
    Change vs previous 13F -235 shares

    0.01% of the 13F portfolio, value $390,844.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 2,885 shares
    Change vs previous 13F +348 shares

    0.01% of the 13F portfolio, value $373,195.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 2,537 shares
    Change vs previous 13F +245 shares

    <0.01% of the 13F portfolio, value $303,014.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 2,292 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $265,917.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 2,289 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $309,043.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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