Skip to content
Disclosery

Hopwood Financial Services, Inc.: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hopwood Financial Services, Inc. on XLB, newest first. How the timeline and the estimate are built.

Hopwood Financial Services, Inc. held 6,416 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,416 shares
    Change vs previous 13F -70 shares

    0.19% of the 13F portfolio, value $326,150.

    13F-HR 0001705819-26-000042 filed by Hopwood Financial Services, Inc.
    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 6,486 shares
    Change vs previous 13F -80 shares

    0.22% of the 13F portfolio, value $324,108.

    13F-HR 0001705819-26-000036 filed by Hopwood Financial Services, Inc.
    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 6,566 shares
    Change vs previous 13F +3,229 shares

    0.21% of the 13F portfolio, value $297,748.

    13F-HR 0001705819-26-000009 filed by Hopwood Financial Services, Inc.
    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 3,337 shares
    Change vs previous 13F -320 shares

    0.2% of the 13F portfolio, value $299,105.

    13F-HR 0002023166-25-000005 filed by Hopwood Financial Services, Inc.
    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 3,657 shares
    Change vs previous 13F -125 shares

    0.25% of the 13F portfolio, value $321,140.

    13F-HR 0002023166-25-000004 filed by Hopwood Financial Services, Inc.
    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 3,782 shares
    Change vs previous 13F +275 shares

    0.25% of the 13F portfolio, value $325,170.

    13F-HR 0002023166-25-000003 filed by Hopwood Financial Services, Inc.
    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 3,507 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $295,051.

    13F-HR 0002023166-25-000001 filed by Hopwood Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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