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INVESTMENT HOUSE LLC: XBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTMENT HOUSE LLC on XBI, newest first. How the timeline and the estimate are built.

INVESTMENT HOUSE LLC held 89,915 XBI shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 89,915 shares
    Change vs previous 13F -1,505 shares

    0.64% of the 13F portfolio, value $14,229,049.

    13F-HR/A 0001398344-26-013195 filed by INVESTMENT HOUSE 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 91,420 shares
    Change vs previous 13F -75 shares

    0.61% of the 13F portfolio, value $11,677,077.

    13F-HR 0001398344-26-007561 filed by INVESTMENT HOUSE 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 91,495 shares
    Change vs previous 13F -470 shares

    0.53% of the 13F portfolio, value $11,155,985.

    13F-HR 0001398344-26-002352 filed by INVESTMENT HOUSE 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 91,965 shares
    Change vs previous 13F +42,450 shares

    0.44% of the 13F portfolio, value $9,214,893.

    13F-HR 0001398344-25-020085 filed by INVESTMENT HOUSE 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 49,515 shares
    Change vs previous 13F +45,365 shares

    0.21% of the 13F portfolio, value $4,106,279.

    13F-HR 0001398344-25-015489 filed by INVESTMENT HOUSE 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 4,150 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $336,565.

    13F-HR 0001398344-25-008970 filed by INVESTMENT HOUSE LLC
    Filed (acceptance time not in the bulk data set), ingested

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