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FWL INVESTMENT MANAGEMENT, LLC: XBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FWL INVESTMENT MANAGEMENT, LLC on XBI, newest first. How the timeline and the estimate are built.

FWL INVESTMENT MANAGEMENT, LLC held 95,070 XBI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,070 shares
    Change vs previous 13F +94,998 shares

    2.76% of the 13F portfolio, value $15,044,828.

    13F-HR 0001999371-26-017927 filed by FWL INVESTMENT MANAGEMENT, 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 72 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,197.

    13F-HR 0001999371-26-010798 filed by FWL INVESTMENT MANAGEMENT, 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 72 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $8,779.

    13F-HR 0001999371-26-003378 filed by FWL INVESTMENT MANAGEMENT, 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 72 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,214.

    13F-HR 0001999371-25-018008 filed by FWL INVESTMENT MANAGEMENT, 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 72 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $5,971.

    13F-HR 0001999371-25-011318 filed by FWL INVESTMENT MANAGEMENT, 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 95 shares
    Change vs previous 13F -6,418 shares

    <0.01% of the 13F portfolio, value $7,705.

    13F-HR 0001999371-25-006122 filed by FWL INVESTMENT MANAGEMENT, 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 6,513 shares
    Change vs previous 13F -114,005 shares

    0.21% of the 13F portfolio, value $586,594.

    13F-HR 0001839882-25-009026 filed by FWL INVESTMENT MANAGEMENT, 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 120,518 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $11,907,138.

    13F-HR 0001999371-24-014690 filed by FWL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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