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Kassira Wealth Management LLC: XBI position timeline

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

Kassira Wealth Management LLC held 15,617 XBI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,617 shares
    Change vs previous 13F -258 shares

    1.99% of the 13F portfolio, value $2,471,392.

    13F-HR 0002095972-26-000003 filed by Kassira Wealth Management 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 15,875 shares
    Change vs previous 13F -68 shares

    1.86% of the 13F portfolio, value $2,027,715.

    13F-HR 0002095972-26-000002 filed by Kassira Wealth Management 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 15,943 shares
    Change vs previous 13F -7,260 shares

    1.84% of the 13F portfolio, value $1,943,931.

    13F-HR 0002095972-26-000001 filed by Kassira Wealth Management 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 23,203 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $2,324,941.

    13F-HR 0002095972-25-000001 filed by Kassira Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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