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Disclosery

STRAIGHTLINE GROUP LLC: XLB position timeline

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

STRAIGHTLINE GROUP LLC held 41,615 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,615 shares
    Change vs previous 13F +7,610 shares

    1% of the 13F portfolio, value $2,115,292.

    13F-HR 0001444864-26-000004 filed by STRAIGHTLINE GROUP LLC
    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 34,005 shares
    Change vs previous 13F -3,723 shares

    0.84% of the 13F portfolio, value $1,699,231.

    13F-HR 0001444864-26-000002 filed by STRAIGHTLINE GROUP LLC
    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 37,728 shares
    Change vs previous 13F +20,207 shares

    1.03% of the 13F portfolio, value $1,885,269.

    13F-HR 0001444864-26-000001 filed by STRAIGHTLINE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 17,521 shares
    Change vs previous 13F +612 shares

    0.9% of the 13F portfolio, value $1,566,027.

    13F-HR 0001444864-25-000008 filed by STRAIGHTLINE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 16,909 shares
    Change vs previous 13F +729 shares

    0.93% of the 13F portfolio, value $1,484,779.

    13F-HR 0001444864-25-000006 filed by STRAIGHTLINE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 16,180 shares
    Change vs previous 13F +2,899 shares

    0.88% of the 13F portfolio, value $1,366,566.

    13F-HR 0001444864-25-000004 filed by STRAIGHTLINE GROUP LLC
    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 13,281 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,117,463.

    13F-HR 0001444864-25-000002 filed by STRAIGHTLINE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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