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Disclosery

SPINNAKER TRUST: XLB position timeline

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

SPINNAKER TRUST held 7,700 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,700 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $391,391.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 7,700 shares
    Change vs previous 13F +70 shares

    0.02% of the 13F portfolio, value $384,769.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    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 7,630 shares
    Change vs previous 13F +3,480 shares

    0.02% of the 13F portfolio, value $346,021.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    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 4,150 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $371,923.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    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 4,150 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $364,412.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    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 4,150 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $356,817.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    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 4,150 shares
    Change vs previous 13F +260 shares

    0.02% of the 13F portfolio, value $349,181.

    13F-HR 0001158970-25-000001 filed by SPINNAKER TRUST
    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 3,890 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $374,918.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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