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Disclosery

S&CO INC: XBI position timeline

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

S&CO INC held 94,310 XBI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,310 shares
    Change vs previous 13F +30 shares

    0.86% of the 13F portfolio, value $14,924,000.

    13F-HR 0001082461-26-000003 filed by S&CO 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 94,280 shares
    Change vs previous 13F -7,947 shares

    0.75% of the 13F portfolio, value $12,042,000.

    13F-HR 0001082461-26-000002 filed by S&CO 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 102,227 shares
    Change vs previous 13F -2,870 shares

    0.77% of the 13F portfolio, value $12,464,000.

    13F-HR 0001082461-26-000001 filed by S&CO 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 105,097 shares
    Change vs previous 13F +260 shares

    0.64% of the 13F portfolio, value $10,530,000.

    13F-HR 0001082461-25-000005 filed by S&CO 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 104,837 shares
    Change vs previous 13F +264 shares

    0.56% of the 13F portfolio, value $8,694,000.

    13F-HR 0001082461-25-000003 filed by S&CO 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 104,573 shares
    Change vs previous 13F -34,802 shares

    0.57% of the 13F portfolio, value $8,480,000.

    13F-HR 0001082461-25-000002 filed by S&CO 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 139,375 shares
    Change vs previous 13F -25,500 shares

    0.85% of the 13F portfolio, value $12,552,000.

    13F-HR 0001082461-25-000001 filed by S&CO 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 164,875 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $16,289,000.

    13F-HR 0001082461-24-000005 filed by S&CO INC
    Filed (acceptance time not in the bulk data set), ingested

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