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Disclosery

Financial Life Planners: XBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Life Planners on XBI, newest first. How the timeline and the estimate are built.

Financial Life Planners held 5,246 XBI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,246 shares
    Change vs previous 13F +5,038 shares

    0.53% of the 13F portfolio, value $830,160.

    13F-HR 0002053368-26-000003 filed by Financial Life Planners
    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 208 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $26,606.

    13F-HR 0002053368-26-000002 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

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