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DUMONT & BLAKE INVESTMENT ADVISORS LLC: XLB position timeline

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

DUMONT & BLAKE INVESTMENT ADVISORS LLC held 58,646 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,646 shares
    Change vs previous 13F -1,730 shares

    0.67% of the 13F portfolio, value $2,980,970.

    13F-HR 0001287618-26-000003 filed by DUMONT & BLAKE INVESTMENT 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 60,376 shares
    Change vs previous 13F -1,517 shares

    0.75% of the 13F portfolio, value $3,016,981.

    13F-HR 0001287618-26-000002 filed by DUMONT & BLAKE INVESTMENT 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 61,893 shares
    Change vs previous 13F +30,913 shares

    0.67% of the 13F portfolio, value $2,807,000.

    13F-HR 0001287618-26-000001 filed by DUMONT & BLAKE INVESTMENT 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 30,980 shares
    Change vs previous 13F -269 shares

    0.67% of the 13F portfolio, value $2,776,384.

    13F-HR 0001287618-25-000009 filed by DUMONT & BLAKE INVESTMENT 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 31,249 shares
    Change vs previous 13F +5 shares

    0.72% of the 13F portfolio, value $2,743,994.

    13F-HR 0001287618-25-000004 filed by DUMONT & BLAKE INVESTMENT 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 31,244 shares
    Change vs previous 13F +151 shares

    0.75% of the 13F portfolio, value $2,686,380.

    13F-HR 0001287618-25-000002 filed by DUMONT & BLAKE INVESTMENT 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 31,093 shares
    Change vs previous 13F -188 shares

    0.7% of the 13F portfolio, value $2,616,193.

    13F-HR 0001287618-25-000001 filed by DUMONT & BLAKE INVESTMENT 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 31,281 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,014,894.

    13F-HR 0001287618-24-000006 filed by DUMONT & BLAKE INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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