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Disclosery

Mattson Financial Services, LLC: XBJL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mattson Financial Services, LLC on XBJL, newest first. How the timeline and the estimate are built.

Mattson Financial Services, LLC held 0 XBJL shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -120,638 shares

    13F-HR 0002034595-26-000002 filed by Mattson Financial Services, 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.

  2. period ended2025-12-31
    13F 120,638 shares
    Change vs previous 13F -4,512 shares

    1.08% of the 13F portfolio, value $4,615,043.

    13F-HR 0002034595-26-000001 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 125,150 shares
    Change vs previous 13F +1,989 shares

    1.12% of the 13F portfolio, value $4,686,342.

    13F-HR 0002034595-25-000007 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 123,161 shares
    Change vs previous 13F -10,212 shares

    1.2% of the 13F portfolio, value $4,431,345.

    13F-HR 0002034595-25-000003 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 133,373 shares
    Change vs previous 13F -105,881 shares

    1.36% of the 13F portfolio, value $4,512,728.

    13F-HR 0002034595-25-000002 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 239,254 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $8,010,224.

    13F-HR 0002034595-25-000001 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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