JBR Co Financial Management Inc: XLP position timeline

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

JBR Co Financial Management Inc held 6,760 XLP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

period ended2026-09-30
13F 6,760 shares
Change vs previous 13F 0 shares
0.22% of the 13F portfolio, value $563,108.
13F-HR 0001214659-26-012781 filed by JBR Co Financial Management Inc
Accepted 2026-10-13 10:53:40 UTC, ingested 2026-10-13 10:54:13 UTC
period ended2026-06-30
13F 6,760 shares
Change vs previous 13F not available
0.2% of the 13F portfolio, value $561,553.
13F-HR 0001214659-26-008370 filed by JBR Co Financial Management Inc
Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).