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Torrey Growth & Income Advisors: XYZ position timeline

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

Torrey Growth & Income Advisors held 6,320 XYZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,320 shares
    Change vs previous 13F -6,500 shares

    0.16% of the 13F portfolio, value $482,026.

    13F-HR 0002087822-26-000004 filed by Torrey Growth & Income Advisors
    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 12,820 shares
    Change vs previous 13F -100 shares

    0.32% of the 13F portfolio, value $755,354.

    13F-HR 0002087822-26-000002 filed by Torrey Growth & Income Advisors
    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 12,920 shares
    Change vs previous 13F +1,715 shares

    0.29% of the 13F portfolio, value $840,963.

    13F-HR 0002087822-26-000001 filed by Torrey Growth & Income Advisors
    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 11,205 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $809,785.

    13F-HR 0002087822-25-000001 filed by Torrey Growth & Income Advisors
    Filed (acceptance time not in the bulk data set), ingested

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