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Estate Counselors, LLC: XLB position timeline

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

Estate Counselors, LLC held 271,543 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 271,543 shares
    Change vs previous 13F +79,066 shares

    1.19% of the 13F portfolio, value $13,802,531.

    13F-HR 0001172661-26-003139 filed by Estate Counselors, 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 192,477 shares
    Change vs previous 13F -158,360 shares

    0.86% of the 13F portfolio, value $9,618,076.

    13F-HR 0001172661-26-002085 filed by Estate Counselors, 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 350,837 shares
    Change vs previous 13F +185,539 shares

    1.33% of the 13F portfolio, value $15,910,458.

    13F-HR 0001172661-26-000425 filed by Estate Counselors, 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 165,298 shares
    Change vs previous 13F +9,675 shares

    1.27% of the 13F portfolio, value $14,814,007.

    13F-HR 0001172661-25-004526 filed by Estate Counselors, 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 155,623 shares
    Change vs previous 13F -3,165 shares

    1.34% of the 13F portfolio, value $13,665,256.

    13F-HR 0001172661-25-003012 filed by Estate Counselors, 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 158,788 shares
    Change vs previous 13F +1,408 shares

    1.42% of the 13F portfolio, value $13,652,592.

    13F-HR 0001172661-25-001813 filed by Estate Counselors, 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 157,380 shares
    Change vs previous 13F -78,611 shares

    1.42% of the 13F portfolio, value $13,241,953.

    13F-HR 0001172661-25-001064 filed by Estate Counselors, 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 235,991 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $22,744,813.

    13F-HR 0001172661-24-004570 filed by Estate Counselors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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