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PCG ASSET MANAGEMENT, LLC: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PCG ASSET MANAGEMENT, LLC on XLB, newest first. How the timeline and the estimate are built.

PCG ASSET MANAGEMENT, LLC held 20,977 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,977 shares
    Change vs previous 13F -155 shares

    0.76% of the 13F portfolio, value $1,066,282.

    13F-HR 0001172661-26-002807 filed by PCG ASSET MANAGEMENT, LLC
    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 21,132 shares
    Change vs previous 13F +161 shares

    0.84% of the 13F portfolio, value $1,055,966.

    13F-HR 0001172661-26-001714 filed by PCG ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 20,971 shares
    Change vs previous 13F +10,401 shares

    0.78% of the 13F portfolio, value $972,029.

    13F-HR 0001172661-26-000668 filed by PCG ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 10,570 shares
    Change vs previous 13F -16 shares

    0.76% of the 13F portfolio, value $947,325.

    13F-HR/A 0001172661-25-005227 filed by PCG ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,586 shares
    Change vs previous 13F -257 shares

    0.8% of the 13F portfolio, value $929,526.

    13F-HR 0001172661-25-002949 filed by PCG ASSET MANAGEMENT, LLC
    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 10,843 shares
    Change vs previous 13F +21 shares

    0.87% of the 13F portfolio, value $932,313.

    13F-HR 0001172661-25-001691 filed by PCG ASSET MANAGEMENT, LLC
    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 10,822 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $910,616.

    13F-HR 0001172661-25-000512 filed by PCG ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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