Madrona Financial Services, LLC: XBI position timeline

Madrona Financial Services, LLC held 136,455 XBI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 136,455 shares

   Change vs previous 13F +4,417 shares

   3.98% of the 13F portfolio, value $21,594,065.

   13F-HR 0001578370-26-000004 filed by Madrona Financial Services, LLC
   Filed 2026-07-17 (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).

2. period ended2026-03-31

   13F 132,038 shares

   Change vs previous 13F +5,087 shares

   3.69% of the 13F portfolio, value $16,865,176.

   13F-HR 0001578370-26-000003 filed by Madrona Financial Services, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 126,951 shares

   Change vs previous 13F -1,572 shares

   3.31% of the 13F portfolio, value $15,479,194.

   13F-HR 0001578370-26-000002 filed by Madrona Financial Services, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 128,523 shares

   Change vs previous 13F +2,830 shares

   2.84% of the 13F portfolio, value $12,877,972.

   13F-HR 0001578370-25-000007 filed by Madrona Financial Services, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 125,693 shares

   Change vs previous 13F not available

   2.5% of the 13F portfolio, value $10,423,733.

   13F-HR 0001578370-25-000005 filed by Madrona Financial Services, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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