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Disclosery

COURIER CAPITAL LLC: XLB position timeline

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

COURIER CAPITAL LLC held 9,142 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,142 shares
    Change vs previous 13F -552 shares

    0.02% of the 13F portfolio, value $464,688.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 9,694 shares
    Change vs previous 13F +36 shares

    0.03% of the 13F portfolio, value $484,409.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 9,658 shares
    Change vs previous 13F +4,763 shares

    0.02% of the 13F portfolio, value $437,990.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 4,895 shares
    Change vs previous 13F -206 shares

    0.03% of the 13F portfolio, value $438,690.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 5,101 shares
    Change vs previous 13F -23 shares

    0.03% of the 13F portfolio, value $447,919.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 5,124 shares
    Change vs previous 13F -3,955 shares

    0.03% of the 13F portfolio, value $440,562.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 9,079 shares
    Change vs previous 13F -1,272 shares

    0.05% of the 13F portfolio, value $763,907.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 10,351 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $997,629.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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