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Disclosery

Lumbard & Kellner, LLC: XBI position timeline

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

Lumbard & Kellner, LLC held 6,174 XBI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,174 shares
    Change vs previous 13F +6,174 shares

    0.3% of the 13F portfolio, value $977,036.

    13F-HR 0001602476-26-000003 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -55,089 shares

    13F-HR 0001602476-25-000005 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 55,089 shares
    Change vs previous 13F -21,806 shares

    1.99% of the 13F portfolio, value $4,568,531.

    13F-HR 0001602476-25-000004 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 76,895 shares
    Change vs previous 13F +585 shares

    2.75% of the 13F portfolio, value $6,236,185.

    13F-HR 0001602476-25-000003 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 76,310 shares
    Change vs previous 13F -3,703 shares

    2.95% of the 13F portfolio, value $6,872,479.

    13F-HR 0001602476-25-000001 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 80,013 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $7,905,284.

    13F-HR 0001602476-24-000004 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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