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Whitener Capital Management, Inc.: XLB position timeline

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

Whitener Capital Management, Inc. held 43,770 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,770 shares
    Change vs previous 13F -5 shares

    0.47% of the 13F portfolio, value $2,224,829.

    13F-HR 0000825217-26-000003 filed by Whitener Capital 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 43,775 shares
    Change vs previous 13F +1,228 shares

    0.5% of the 13F portfolio, value $2,187,437.

    13F-HR 0000825217-26-000002 filed by Whitener Capital 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 42,547 shares
    Change vs previous 13F +22,953 shares

    0.44% of the 13F portfolio, value $1,929,506.

    13F-HR 0000825217-26-000001 filed by Whitener Capital 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 19,594 shares
    Change vs previous 13F -320 shares

    0.42% of the 13F portfolio, value $1,756,014.

    13F-HR 0000825217-25-000003 filed by Whitener Capital 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 19,914 shares
    Change vs previous 13F +593 shares

    0.46% of the 13F portfolio, value $1,748,648.

    13F-HR 0001085146-25-003780 filed by Whitener Capital 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 19,321 shares
    Change vs previous 13F +1,604 shares

    0.47% of the 13F portfolio, value $1,661,220.

    13F-HR 0001085146-25-002532 filed by Whitener Capital 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 17,717 shares
    Change vs previous 13F +1,282 shares

    0.42% of the 13F portfolio, value $1,490,708.

    13F-HR 0001172661-25-000192 filed by Whitener Capital 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 16,435 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,584,005.

    13F-HR 0001172661-24-004397 filed by Whitener Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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