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Disclosery

LGL PARTNERS, LLC: XBI position timeline

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

LGL PARTNERS, LLC held 6,970 XBI 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 6,970 shares
    Change vs previous 13F +6 shares

    0.4% of the 13F portfolio, value $1,102,950.

    13F-HR 0001653202-26-000003 filed by LGL PARTNERS, 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 6,964 shares
    Change vs previous 13F +540 shares

    0.37% of the 13F portfolio, value $889,466.

    13F-HR 0001653202-26-000002 filed by LGL PARTNERS, 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 6,424 shares
    Change vs previous 13F +21 shares

    0.33% of the 13F portfolio, value $783,234.

    13F-HR 0001653202-26-000001 filed by LGL PARTNERS, 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 6,403 shares
    Change vs previous 13F -538 shares

    0.27% of the 13F portfolio, value $641,566.

    13F-HR 0001653202-25-000005 filed by LGL PARTNERS, 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 6,941 shares
    Change vs previous 13F -4,990 shares

    0.26% of the 13F portfolio, value $592,214.

    13F-HR 0001653202-25-000003 filed by LGL PARTNERS, 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 11,931 shares
    Change vs previous 13F -6,418 shares

    0.47% of the 13F portfolio, value $967,630.

    13F-HR 0001653202-25-000002 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,349 shares
    Change vs previous 13F -1,905 shares

    0.24% of the 13F portfolio, value $1,652,524.

    13F-HR 0000919574-25-000807 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 20,254 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,001,116.

    13F-HR 0000919574-24-006273 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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