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Disclosery

&PARTNERS: XYZ position timeline

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

&PARTNERS held 20,533 XYZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,533 shares
    Change vs previous 13F +1,351 shares

    0.01% of the 13F portfolio, value $1,562,721.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 19,182 shares
    Change vs previous 13F -15,769 shares

    0.01% of the 13F portfolio, value $1,156,185.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 34,951 shares
    Change vs previous 13F -304 shares

    0.01% of the 13F portfolio, value $2,274,448.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 35,255 shares
    Change vs previous 13F +3,614 shares

    0.02% of the 13F portfolio, value $2,533,867.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 31,641 shares
    Change vs previous 13F +8,674 shares

    0.02% of the 13F portfolio, value $2,156,514.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 22,967 shares
    Change vs previous 13F +3,719 shares

    0.01% of the 13F portfolio, value $1,269,071.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 19,248 shares
    Change vs previous 13F +4,343 shares

    0.02% of the 13F portfolio, value $1,773,832.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 14,905 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,014,267.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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