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HBW ADVISORY SERVICES LLC: XYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBW ADVISORY SERVICES LLC on XYLD, newest first. How the timeline and the estimate are built.

HBW ADVISORY SERVICES LLC held 32,320 XYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,320 shares
    Change vs previous 13F -2,164 shares

    0.12% of the 13F portfolio, value $1,318,319.

    13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES 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 34,484 shares
    Change vs previous 13F +117 shares

    0.14% of the 13F portfolio, value $1,349,376.

    13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES 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 34,367 shares
    Change vs previous 13F -9,912 shares

    0.15% of the 13F portfolio, value $1,396,331.

    13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES 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 44,279 shares
    Change vs previous 13F -12,087 shares

    0.2% of the 13F portfolio, value $1,738,399.

    13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES 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 56,366 shares
    Change vs previous 13F +8,822 shares

    0.27% of the 13F portfolio, value $2,194,897.

    13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES 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 47,544 shares
    Change vs previous 13F +15,158 shares

    0.27% of the 13F portfolio, value $1,877,502.

    13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES 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 32,386 shares
    Change vs previous 13F -2,451 shares

    0.14% of the 13F portfolio, value $1,356,957.

    13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES 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 34,837 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,445,745.

    13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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