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Poehling Capital Management, INC.: XBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Poehling Capital Management, INC. on XBI, newest first. How the timeline and the estimate are built.

Poehling Capital Management, INC. held 2,585 XBI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,585 shares
    Change vs previous 13F -92 shares

    0.09% of the 13F portfolio, value $409,076.

    13F-HR 0001104659-26-084984 filed by Poehling Capital Management, 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 2,677 shares
    Change vs previous 13F -37 shares

    0.07% of the 13F portfolio, value $341,933.

    13F-HR 0001104659-26-046126 filed by Poehling Capital Management, 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 2,714 shares
    Change vs previous 13F -11 shares

    0.07% of the 13F portfolio, value $330,918.

    13F-HR 0001104659-26-011330 filed by Poehling Capital Management, 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 2,725 shares
    Change vs previous 13F -3 shares

    0.06% of the 13F portfolio, value $273,045.

    13F-HR 0001104659-25-106807 filed by Poehling Capital Management, 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 2,728 shares
    Change vs previous 13F -5 shares

    0.05% of the 13F portfolio, value $226,233.

    13F-HR 0001104659-25-075984 filed by Poehling Capital Management, 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 2,733 shares
    Change vs previous 13F -96 shares

    0.06% of the 13F portfolio, value $221,646.

    13F-HR 0001104659-25-043863 filed by Poehling Capital Management, 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 2,829 shares
    Change vs previous 13F +69 shares

    0.06% of the 13F portfolio, value $254,780.

    13F-HR 0001104659-25-014411 filed by Poehling Capital Management, 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 2,760 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $272,688.

    13F-HR 0001104659-24-117406 filed by Poehling Capital Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

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