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Disclosery

WNY Asset Management, LLC: XBGYX position timeline

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

WNY Asset Management, LLC held 1,111,575 XBGYX shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,111,575 shares
    Change vs previous 13F -392,794 shares

    0.57% of the 13F portfolio, value $6,380,442.

    13F-HR 0002085853-26-001032 filed by WNY 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 1,504,369 shares
    Change vs previous 13F +901,130 shares

    0.84% of the 13F portfolio, value $8,138,639.

    13F-HR 0002085853-26-000609 filed by WNY 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 ended2025-09-30
    13F 603,239 shares
    Change vs previous 13F +78,309 shares

    0.33% of the 13F portfolio, value $3,468,625.

    13F-HR 0002085853-25-000279 filed by WNY 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 ended2025-06-30
    13F 524,930 shares
    Change vs previous 13F -7,113 shares

    0.33% of the 13F portfolio, value $3,039,345.

    13F-HR 0001667731-25-001043 filed by WNY 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 ended2025-03-31
    13F 532,043 shares
    Change vs previous 13F +17,004 shares

    0.35% of the 13F portfolio, value $2,984,763.

    13F-HR 0001667731-25-000592 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 515,039 shares
    Change vs previous 13F +73,941 shares

    0.34% of the 13F portfolio, value $2,734,855.

    13F-HR 0001667731-25-000314 filed by WNY 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 ended2024-09-30
    13F 441,098 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,558,369.

    13F-HR 0001803296-24-000004 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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