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Frank, Rimerman Advisors LLC: XYZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Frank, Rimerman Advisors LLC on XYZ, newest first. How the timeline and the estimate are built.

Frank, Rimerman Advisors LLC held 7,651 XYZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,651 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $581,476.

    13F-HR 0001172661-26-002823 filed by Frank, Rimerman 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 7,645 shares
    Change vs previous 13F +7,645 shares

    0.03% of the 13F portfolio, value $460,076.

    13F-HR 0001172661-26-001573 filed by Frank, Rimerman 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 0 shares
    Change vs previous 13F -5,654 shares

    13F-HR 0001172661-26-000203 filed by Frank, Rimerman Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 5,654 shares
    Change vs previous 13F +2,368 shares

    0.03% of the 13F portfolio, value $408,615.

    13F-HR 0001172661-25-004566 filed by Frank, Rimerman 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 3,286 shares
    Change vs previous 13F -592 shares

    0.02% of the 13F portfolio, value $223,218.

    13F-HR 0001172661-25-002995 filed by Frank, Rimerman 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 3,878 shares
    Change vs previous 13F +225 shares

    0.02% of the 13F portfolio, value $210,692.

    13F-HR 0001172661-25-001659 filed by Frank, Rimerman 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 3,653 shares
    Change vs previous 13F +38 shares

    0.02% of the 13F portfolio, value $310,468.

    13F-HR 0001172661-25-000600 filed by Frank, Rimerman 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 3,615 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $242,675.

    13F-HR 0001172661-24-004348 filed by Frank, Rimerman Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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