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D L CARLSON INVESTMENT GROUP INC: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D L CARLSON INVESTMENT GROUP INC on XLB, newest first. How the timeline and the estimate are built.

D L CARLSON INVESTMENT GROUP INC held 33,777 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 33,777 shares
    Change vs previous 13F -694 shares

    0.27% of the 13F portfolio, value $1,716,885.

    13F-HR 0001021117-26-000003 filed by D L CARLSON INVESTMENT GROUP INC
    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 34,471 shares
    Change vs previous 13F +3,311 shares

    0.3% of the 13F portfolio, value $1,722,516.

    13F-HR 0001021117-26-000002 filed by D L CARLSON INVESTMENT GROUP INC
    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 31,160 shares
    Change vs previous 13F +13,967 shares

    0.24% of the 13F portfolio, value $1,413,106.

    13F-HR 0001021117-26-000001 filed by D L CARLSON INVESTMENT GROUP INC
    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 17,193 shares
    Change vs previous 13F -185 shares

    0.26% of the 13F portfolio, value $1,540,837.

    13F-HR 0001021117-25-000005 filed by D L CARLSON INVESTMENT GROUP INC
    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 17,378 shares
    Change vs previous 13F -968 shares

    0.28% of the 13F portfolio, value $1,525,962.

    13F-HR 0001021117-25-000003 filed by D L CARLSON INVESTMENT GROUP INC
    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 18,346 shares
    Change vs previous 13F -560 shares

    0.3% of the 13F portfolio, value $1,577,389.

    13F-HR 0001021117-25-000002 filed by D L CARLSON INVESTMENT GROUP INC
    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 18,906 shares
    Change vs previous 13F +9,852 shares

    0.28% of the 13F portfolio, value $1,590,751.

    13F-HR 0001021117-25-000001 filed by D L CARLSON INVESTMENT GROUP INC
    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 9,054 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $872,625.

    13F-HR 0001021117-24-000004 filed by D L CARLSON INVESTMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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