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Welch Financial Planning, LLC: XBJL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Welch Financial Planning, LLC on XBJL, newest first. How the timeline and the estimate are built.

Welch Financial Planning, LLC held 43,752 XBJL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,752 shares
    Change vs previous 13F -132,851 shares

    1.02% of the 13F portfolio, value $1,748,986.

    13F-HR 0002085141-26-000003 filed by Welch Financial Planning, 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 176,603 shares
    Change vs previous 13F +1,955 shares

    4.83% of the 13F portfolio, value $6,713,934.

    13F-HR 0002085141-26-000002 filed by Welch Financial Planning, 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 174,648 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $6,681,212.

    13F-HR 0002085141-26-000001 filed by Welch Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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