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Stamos Capital Partners, L.P.: XBI position timeline

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

Stamos Capital Partners, L.P. held 26,084 XBI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,084 shares
    Change vs previous 13F +863 shares

    0.63% of the 13F portfolio, value $4,127,793.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 25,221 shares
    Change vs previous 13F +542 shares

    0.5% of the 13F portfolio, value $3,221,478.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 24,679 shares
    Change vs previous 13F -3,887 shares

    0.48% of the 13F portfolio, value $3,009,110.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 28,566 shares
    Change vs previous 13F -11,598 shares

    0.54% of the 13F portfolio, value $2,862,313.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 40,164 shares
    Change vs previous 13F +12,978 shares

    0.6% of the 13F portfolio, value $3,330,801.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 27,186 shares
    Change vs previous 13F -11,504 shares

    0.58% of the 13F portfolio, value $2,204,785.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 38,690 shares
    Change vs previous 13F +13,230 shares

    0.82% of the 13F portfolio, value $3,484,421.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 25,460 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,515,448.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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