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Disclosery

SHAKER INVESTMENTS LLC/OH: XBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHAKER INVESTMENTS LLC/OH on XBI, newest first. How the timeline and the estimate are built.

SHAKER INVESTMENTS LLC/OH held 39,501 XBI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,501 shares
    Change vs previous 13F +1,037 shares

    2.25% of the 13F portfolio, value $6,251,033.

    13F-HR 0001009005-26-000003 filed by SHAKER INVESTMENTS LLC/OH
    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 38,464 shares
    Change vs previous 13F +18,936 shares

    2.24% of the 13F portfolio, value $4,913,007.

    13F-HR 0001009005-26-000002 filed by SHAKER INVESTMENTS LLC/OH
    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 19,528 shares
    Change vs previous 13F +19,528 shares

    0.99% of the 13F portfolio, value $2,381,049.

    13F-HR 0001009005-26-000001 filed by SHAKER INVESTMENTS LLC/OH
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,571 shares

    13F-HR 0001009005-25-000004 filed by SHAKER INVESTMENTS LLC/OH
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 5,571 shares
    Change vs previous 13F -4,075 shares

    0.22% of the 13F portfolio, value $451,808.

    13F-HR 0001009005-25-000003 filed by SHAKER INVESTMENTS LLC/OH
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 9,646 shares
    Change vs previous 13F +71 shares

    0.36% of the 13F portfolio, value $868,719.

    13F-HR 0001009005-25-000001 filed by SHAKER INVESTMENTS LLC/OH
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 9,575 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $946,010.

    13F-HR 0001009005-24-000017 filed by SHAKER INVESTMENTS LLC/OH
    Filed (acceptance time not in the bulk data set), ingested

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