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Disclosery

Wedmont Private Capital: XLB position timeline

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

Wedmont Private Capital held 12,907 XLB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,907 shares
    Change vs previous 13F +2,407 shares

    0.02% of the 13F portfolio, value $635,927.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,500 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $534,363.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,495 shares
    Change vs previous 13F +880 shares

    0.02% of the 13F portfolio, value $543,109.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,615 shares
    Change vs previous 13F +4,775 shares

    0.02% of the 13F portfolio, value $448,822.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,840 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $432,824.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,837 shares
    Change vs previous 13F -431 shares

    0.02% of the 13F portfolio, value $443,932.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,268 shares
    Change vs previous 13F +241 shares

    0.02% of the 13F portfolio, value $424,080.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,027 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $418,748.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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