Skip to content
Disclosery

Grassi Investment Management: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grassi Investment Management on XLB, newest first. How the timeline and the estimate are built.

Grassi Investment Management held 7,538 XLB shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 7,538 shares
    Change vs previous 13F -718 shares

    0.05% of the 13F portfolio, value $662,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 8,256 shares
    Change vs previous 13F -1,326 shares

    0.07% of the 13F portfolio, value $710,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 9,582 shares
    Change vs previous 13F -316 shares

    0.07% of the 13F portfolio, value $806,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 9,898 shares
    Change vs previous 13F -87 shares

    0.08% of the 13F portfolio, value $954,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 9,985 shares
    Change vs previous 13F -255 shares

    0.08% of the 13F portfolio, value $882,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 10,240 shares
    Change vs previous 13F +388 shares

    0.09% of the 13F portfolio, value $951,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 9,852 shares
    Change vs previous 13F -1,424 shares

    0.09% of the 13F portfolio, value $843,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 11,276 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $886,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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