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Disclosery

HUB Investment Partners, LLC: XYLD position timeline

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

HUB Investment Partners, LLC held 443,829 XYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 443,829 shares
    Change vs previous 13F +15,976 shares

    0.33% of the 13F portfolio, value $18,103,794.

    13F-HR 0001172661-26-002986 filed by HUB Investment Partners, 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 427,853 shares
    Change vs previous 13F +19,974 shares

    0.41% of the 13F portfolio, value $16,741,870.

    13F-HR 0001172661-26-002189 filed by HUB Investment Partners, 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 407,879 shares
    Change vs previous 13F -39,639 shares

    0.45% of the 13F portfolio, value $16,572,128.

    13F-HR 0001172661-26-001003 filed by HUB Investment Partners, 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 447,518 shares
    Change vs previous 13F -81,936 shares

    0.65% of the 13F portfolio, value $17,569,569.

    13F-HR 0001172661-25-004693 filed by HUB Investment Partners, 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 529,454 shares
    Change vs previous 13F -9,576 shares

    0.72% of the 13F portfolio, value $20,616,921.

    13F-HR 0001172661-25-003409 filed by HUB Investment Partners, 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 539,030 shares
    Change vs previous 13F +81,836 shares

    0.86% of the 13F portfolio, value $21,286,288.

    13F-HR 0001172661-25-002166 filed by HUB Investment Partners, 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 457,194 shares
    Change vs previous 13F +104,820 shares

    0.81% of the 13F portfolio, value $19,156,425.

    13F-HR 0001172661-25-000639 filed by HUB Investment Partners, 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 352,374 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $14,623,527.

    13F-HR 0001172661-24-004804 filed by HUB Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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