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TUCKER ASSET MANAGEMENT LLC: XLB position timeline

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

TUCKER ASSET MANAGEMENT LLC held 100,910 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,910 shares
    Change vs previous 13F -5,176 shares

    1.27% of the 13F portfolio, value $5,129,268.

    13F-HR 0001398344-26-015711 filed by TUCKER ASSET MANAGEMENT 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 106,086 shares
    Change vs previous 13F +104,735 shares

    1.59% of the 13F portfolio, value $5,301,098.

    13F-HR 0001398344-26-015706 filed by TUCKER ASSET MANAGEMENT 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 1,351 shares
    Change vs previous 13F -33 shares

    0.02% of the 13F portfolio, value $61,268.

    13F-HR 0001398344-26-002318 filed by TUCKER ASSET MANAGEMENT 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 1,384 shares
    Change vs previous 13F +1,384 shares

    0.04% of the 13F portfolio, value $124,034.

    13F-HR 0001398344-26-000220 filed by TUCKER ASSET MANAGEMENT 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 0 shares
    Change vs previous 13F -1,572 shares

    13F-HR 0001398344-26-000218 filed by TUCKER ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 1,572 shares
    Change vs previous 13F +131 shares

    0.04% of the 13F portfolio, value $135,161.

    13F-HR 0001398344-26-000215 filed by TUCKER ASSET MANAGEMENT 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 1,441 shares
    Change vs previous 13F +211 shares

    0.01% of the 13F portfolio, value $121,246.

    13F-HR 0001398344-25-002523 filed by TUCKER ASSET MANAGEMENT LLC
    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 1,230 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $118,547.

    13F-HR 0001398344-25-001689 filed by TUCKER ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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