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Tarbox Family Office, Inc.: XVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tarbox Family Office, Inc. on XVV, newest first. How the timeline and the estimate are built.

Tarbox Family Office, Inc. held 27,445 XVV 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 27,445 shares
    Change vs previous 13F +12,242 shares

    0.22% of the 13F portfolio, value $1,558,605.

    13F-HR 0001599603-26-000006 filed by Tarbox Family Office, Inc.
    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 15,203 shares
    Change vs previous 13F +1,022 shares

    0.12% of the 13F portfolio, value $748,299.

    13F-HR 0001599603-26-000003 filed by Tarbox Family Office, Inc.
    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 14,181 shares
    Change vs previous 13F -121 shares

    0.12% of the 13F portfolio, value $747,339.

    13F-HR 0001599603-26-000001 filed by Tarbox Family Office, Inc.
    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 14,302 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $736,876.

    13F-HR 0001599603-25-000002 filed by Tarbox Family Office, Inc.
    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 14,298 shares
    Change vs previous 13F -7,859 shares

    0.1% of the 13F portfolio, value $681,866.

    13F-HR 0001085146-25-004840 filed by Tarbox Family Office, Inc.
    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 22,157 shares
    Change vs previous 13F +3,509 shares

    0.16% of the 13F portfolio, value $947,935.

    13F-HR 0001085146-25-002826 filed by Tarbox Family Office, Inc.
    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 18,648 shares
    Change vs previous 13F -376 shares

    0.14% of the 13F portfolio, value $844,728.

    13F-HR 0001085146-25-000302 filed by Tarbox Family Office, Inc.
    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 19,024 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $841,325.

    13F-HR 0001085146-24-005089 filed by Tarbox Family Office, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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