HBW ADVISORY SERVICES LLC: XLB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBW ADVISORY SERVICES LLC on XLB, newest first. How the timeline and the estimate are built.
HBW ADVISORY SERVICES LLC held 7,762 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 7,762 sharesChange vs previous 13F -56 shares
0.04% of the 13F portfolio, value $394,545.
13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,818 sharesChange vs previous 13F -210 shares
0.04% of the 13F portfolio, value $390,650.
13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,028 sharesChange vs previous 13F +3,944 shares
0.04% of the 13F portfolio, value $364,067.
13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,084 sharesChange vs previous 13F +16 shares
0.04% of the 13F portfolio, value $366,028.
13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,068 sharesChange vs previous 13F +32 shares
0.04% of the 13F portfolio, value $357,224.
13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,036 sharesChange vs previous 13F +58 shares
0.05% of the 13F portfolio, value $346,984.
13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,978 sharesChange vs previous 13F +181 shares
0.03% of the 13F portfolio, value $334,679.
13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,797 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $365,930.
13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).