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Disclosery

Ferguson Shapiro LLC: XVV position timeline

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

Ferguson Shapiro LLC held 14,936 XVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,936 shares
    Change vs previous 13F +34 shares

    0.25% of the 13F portfolio, value $848,238.

    13F-HR 0001062993-26-003579 filed by Ferguson Shapiro 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 14,902 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $733,476.

    13F-HR 0001062993-26-002119 filed by Ferguson Shapiro 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 14,902 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $785,335.

    13F-HR 0001062993-26-000428 filed by Ferguson Shapiro 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 14,902 shares
    Change vs previous 13F -1,431 shares

    0.25% of the 13F portfolio, value $767,769.

    13F-HR 0001062993-25-016586 filed by Ferguson Shapiro 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 16,333 shares
    Change vs previous 13F -88 shares

    0.26% of the 13F portfolio, value $778,901.

    13F-HR 0001062993-25-013436 filed by Ferguson Shapiro 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 16,421 shares
    Change vs previous 13F +801 shares

    0.26% of the 13F portfolio, value $702,535.

    13F-HR 0001062993-25-007820 filed by Ferguson Shapiro 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 15,620 shares
    Change vs previous 13F +1,519 shares

    0.26% of the 13F portfolio, value $707,575.

    13F-HR 0001062993-25-001010 filed by Ferguson Shapiro 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 14,101 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $623,607.

    13F-HR 0001062993-24-017504 filed by Ferguson Shapiro LLC
    Filed (acceptance time not in the bulk data set), ingested

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