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Weinberger Asset Management, Inc: XYZ position timeline

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

Weinberger Asset Management, Inc held 22,649 XYZ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,649 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,840,005.

    13F-HR 0002051705-26-000007 filed by Weinberger Asset Management, 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 22,649 shares
    Change vs previous 13F -34 shares

    0.51% of the 13F portfolio, value $1,363,017.

    13F-HR 0002051705-26-000005 filed by Weinberger Asset Management, 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 22,683 shares
    Change vs previous 13F +37 shares

    0.53% of the 13F portfolio, value $1,476,436.

    13F-HR 0002051705-26-000002 filed by Weinberger Asset Management, 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 22,646 shares
    Change vs previous 13F +2 shares

    0.59% of the 13F portfolio, value $1,636,626.

    13F-HR 0002051705-25-000003 filed by Weinberger Asset Management, 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 22,644 shares
    Change vs previous 13F -11 shares

    0.59% of the 13F portfolio, value $1,538,207.

    13F-HR 0001085146-25-003719 filed by Weinberger Asset Management, 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 22,655 shares
    Change vs previous 13F -1 shares

    0.53% of the 13F portfolio, value $1,230,846.

    13F-HR 0001085146-25-001928 filed by Weinberger Asset Management, 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 22,656 shares
    Change vs previous 13F +1 shares

    0.8% of the 13F portfolio, value $1,925,533.

    13F-HR 0001085146-25-000761 filed by Weinberger Asset Management, 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 22,655 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,520,830.

    13F-HR 0001085146-25-000760 filed by Weinberger Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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