Skip to content
Disclosery

Lake Hills Wealth Management, LLC: XBI position timeline

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

Lake Hills Wealth Management, LLC held 101,543 XBI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 101,543 shares
    Change vs previous 13F +907 shares

    7.36% of the 13F portfolio, value $16,011,300.

    13F-HR 0001214659-26-012617 filed by Lake Hills Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 100,636 shares
    Change vs previous 13F +8,663 shares

    7.24% of the 13F portfolio, value $15,925,647.

    13F-HR 0001214659-26-008272 filed by Lake Hills 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 ended2026-03-31
    13F 91,973 shares
    Change vs previous 13F not available

    6.57% of the 13F portfolio, value $11,747,711.

    13F-HR 0001214659-26-004538 filed by Lake Hills Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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