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Disclosery

Cranbrook Wealth Management, LLC: XLB position timeline

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

Cranbrook Wealth Management, LLC held 10,146 XLB 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 10,146 shares
    Change vs previous 13F +245 shares

    0.1% of the 13F portfolio, value $515,704.

    13F-HR 0000905729-26-000145 filed by Cranbrook Wealth 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 9,901 shares
    Change vs previous 13F +1,418 shares

    0.1% of the 13F portfolio, value $494,740.

    13F-HR 0000905729-26-000082 filed by Cranbrook Wealth 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 ended2025-12-31
    13F 8,483 shares
    Change vs previous 13F +3,989 shares

    0.08% of the 13F portfolio, value $384,703.

    13F-HR 0000905729-26-000022 filed by Cranbrook Wealth Management, 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 4,494 shares
    Change vs previous 13F -281 shares

    0.08% of the 13F portfolio, value $402,728.

    13F-HR 0000905729-25-000169 filed by Cranbrook Wealth Management, 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 4,775 shares
    Change vs previous 13F -530 shares

    0.09% of the 13F portfolio, value $419,315.

    13F-HR 0000905729-25-000122 filed by Cranbrook Wealth Management, 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 5,305 shares
    Change vs previous 13F -257 shares

    0.11% of the 13F portfolio, value $456,146.

    13F-HR 0000905729-25-000072 filed by Cranbrook Wealth Management, 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 5,562 shares
    Change vs previous 13F -22 shares

    0.11% of the 13F portfolio, value $468,008.

    13F-HR 0000905729-25-000015 filed by Cranbrook Wealth Management, 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 5,584 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $538,211.

    13F-HR 0000905729-24-000158 filed by Cranbrook Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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