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Disclosery

J. Team Financial, Inc.: XYLD position timeline

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

J. Team Financial, Inc. held 55,455 XYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,455 shares
    Change vs previous 13F +11,018 shares

    2.2% of the 13F portfolio, value $2,262,039.

    13F-HR 0002107629-26-000004 filed by J. Team Financial, 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 44,437 shares
    Change vs previous 13F -7,341 shares

    1.95% of the 13F portfolio, value $1,738,826.

    13F-HR 0002107629-26-000003 filed by J. Team Financial, 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 51,778 shares
    Change vs previous 13F -1,145 shares

    2.1% of the 13F portfolio, value $2,103,740.

    13F-HR 0002107629-26-000001 filed by J. Team Financial, 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 52,923 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $2,077,760.

    13F-HR 0002107629-26-000002 filed by J. Team Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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