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Disclosery

Paller Financial Services Inc: XLB position timeline

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

Paller Financial Services Inc held 48,785 XLB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 48,785 shares
    Change vs previous 13F -4,073 shares

    1.82% of the 13F portfolio, value $2,375,830.

    13F-HR 0001085146-26-000884 filed by Paller Financial Services Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 52,858 shares
    Change vs previous 13F +30,670 shares

    2.01% of the 13F portfolio, value $2,686,772.

    13F-HR 0002095931-26-000005 filed by Paller Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 22,188 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $1,108,734.

    13F-HR 0002095931-26-000004 filed by Paller Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 22,188 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,006,226.

    13F-HR 0002095931-26-000003 filed by Paller Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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