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Disclosery

Newman Dignan & Sheerar, Inc.: XBI position timeline

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

Newman Dignan & Sheerar, Inc. held 8,477 XBI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,477 shares
    Change vs previous 13F -60 shares

    0.26% of the 13F portfolio, value $1,341,541.

    13F-HR 0001566493-26-000003 filed by Newman Dignan & Sheerar, Inc.
    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 8,537 shares
    Change vs previous 13F -95 shares

    0.23% of the 13F portfolio, value $1,090,472.

    13F-HR 0001566493-26-000002 filed by Newman Dignan & Sheerar, Inc.
    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 8,632 shares
    Change vs previous 13F +51 shares

    0.22% of the 13F portfolio, value $1,052,539.

    13F-HR 0001566493-26-000001 filed by Newman Dignan & Sheerar, Inc.
    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 8,581 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $859,806.

    13F-HR 0001566493-25-000010 filed by Newman Dignan & Sheerar, Inc.
    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 8,581 shares
    Change vs previous 13F -495 shares

    0.16% of the 13F portfolio, value $711,604.

    13F-HR 0001566493-25-000004 filed by Newman Dignan & Sheerar, Inc.
    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/A 9,076 shares
    Change vs previous 13F -1,675 shares

    0.2% of the 13F portfolio, value $736,051.

    13F-HR/A 0001566493-25-000003 filed by Newman Dignan & Sheerar, Inc.
    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 10,751 shares
    Change vs previous 13F -105 shares

    0.25% of the 13F portfolio, value $968,239.

    13F-HR 0001566493-25-000001 filed by Newman Dignan & Sheerar, Inc.
    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 10,856 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,069,210.

    13F-HR 0001566493-24-000007 filed by Newman Dignan & Sheerar, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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