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Disclosery

TOBAM: XYZ position timeline

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

TOBAM held 4,349 XYZ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,349 shares
    Change vs previous 13F -8 shares

    0.08% of the 13F portfolio, value $331,000.

    13F-HR 0001527488-26-000009 filed by TOBAM
    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 4,357 shares
    Change vs previous 13F +277 shares

    0.07% of the 13F portfolio, value $262,000.

    13F-HR 0001527488-26-000004 filed by TOBAM
    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 4,080 shares
    Change vs previous 13F -9,203 shares

    0.07% of the 13F portfolio, value $266,000.

    13F-HR 0001527488-26-000001 filed by TOBAM
    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 13,283 shares
    Change vs previous 13F +3,066 shares

    0.35% of the 13F portfolio, value $960,000.

    13F-HR 0001527488-25-000009 filed by TOBAM
    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 10,217 shares
    Change vs previous 13F +2,487 shares

    0.27% of the 13F portfolio, value $694,000.

    13F-HR 0001527488-25-000006 filed by TOBAM
    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 7,730 shares
    Change vs previous 13F +3,107 shares

    0.18% of the 13F portfolio, value $420,000.

    13F-HR 0001527488-25-000003 filed by TOBAM
    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 4,623 shares
    Change vs previous 13F +635 shares

    0.12% of the 13F portfolio, value $393,000.

    13F-HR 0001527488-25-000002 filed by TOBAM
    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 3,988 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $268,000.

    13F-HR 0001527488-24-000020 filed by TOBAM
    Filed (acceptance time not in the bulk data set), ingested

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