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Disclosery

Councilmark Asset Management, LLC: XLB position timeline

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

Councilmark Asset Management, LLC held 4,330 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,330 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $220,094.

    13F-HR 0002022076-26-000003 filed by Councilmark Asset 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 4,330 shares
    Change vs previous 13F +4,330 shares

    0.12% of the 13F portfolio, value $216,370.

    13F-HR 0002022076-26-000002 filed by Councilmark 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,165 shares

    13F-HR 0002022076-25-000001 filed by Councilmark Asset Management, 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.

  4. period ended2024-09-30
    13F 2,165 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $208,663.

    13F-HR 0002022076-24-000004 filed by Councilmark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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