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FORBES J M & CO LLP: XYL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on XYL, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 86,564 XYL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,564 shares
    Change vs previous 13F -653 shares

    0.8% of the 13F portfolio, value $10,232,730.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 87,217 shares
    Change vs previous 13F +601 shares

    0.88% of the 13F portfolio, value $10,422,431.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 86,616 shares
    Change vs previous 13F +1,000 shares

    0.96% of the 13F portfolio, value $11,795,367.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 85,616 shares
    Change vs previous 13F +1,170 shares

    1.05% of the 13F portfolio, value $12,628,360.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 84,446 shares
    Change vs previous 13F -92 shares

    1% of the 13F portfolio, value $10,923,935.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 84,538 shares
    Change vs previous 13F +3,231 shares

    0.98% of the 13F portfolio, value $10,098,909.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 81,307 shares
    Change vs previous 13F +356 shares

    0.91% of the 13F portfolio, value $9,433,238.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 80,951 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $10,930,814.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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