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SIMS INVESTMENT MANAGEMENT, LLC: XYLD position timeline

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

SIMS INVESTMENT MANAGEMENT, LLC held 461,183 XYLD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 461,183 shares
    Change vs previous 13F +22,645 shares

    5.98% of the 13F portfolio, value $19,148,300.

    13F-HR 0002053807-26-000007 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 438,538 shares
    Change vs previous 13F +11,556 shares

    5.53% of the 13F portfolio, value $17,887,981.

    13F-HR 0002053807-26-000005 filed by SIMS INVESTMENT 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 ended2026-03-31
    13F 426,982 shares
    Change vs previous 13F +14,166 shares

    6.14% of the 13F portfolio, value $16,707,808.

    13F-HR 0002053807-26-000004 filed by SIMS INVESTMENT 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 ended2025-12-31
    13F 412,816 shares
    Change vs previous 13F +6,200 shares

    5.93% of the 13F portfolio, value $16,772,694.

    13F-HR 0002053807-26-000001 filed by SIMS INVESTMENT 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 ended2025-09-30
    13F/A 406,616 shares
    Change vs previous 13F +45,057 shares

    5.78% of the 13F portfolio, value $15,963,746.

    13F-HR/A 0002053807-26-000002 filed by SIMS INVESTMENT 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 ended2025-06-30
    13F 361,559 shares
    Change vs previous 13F +14,101 shares

    5.66% of the 13F portfolio, value $14,079,089.

    13F-HR 0002053807-25-000004 filed by SIMS INVESTMENT 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 ended2025-03-31
    13F 347,458 shares
    Change vs previous 13F +74,769 shares

    6.13% of the 13F portfolio, value $13,721,100.

    13F-HR 0002053807-25-000002 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 272,689 shares
    Change vs previous 13F not available

    6.46% of the 13F portfolio, value $11,425,684.

    13F-HR 0002053807-25-000001 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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