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Zullo Investment Group, Inc.: XLB position timeline

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

Zullo Investment Group, Inc. held 43,136 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,136 shares
    Change vs previous 13F -2,295 shares

    0.75% of the 13F portfolio, value $2,192,604.

    13F-HR 0001909760-26-000003 filed by Zullo Investment Group, 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 45,431 shares
    Change vs previous 13F +1,615 shares

    0.86% of the 13F portfolio, value $2,270,229.

    13F-HR 0001909760-26-000002 filed by Zullo Investment Group, 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 43,816 shares
    Change vs previous 13F +22,413 shares

    0.73% of the 13F portfolio, value $1,987,066.

    13F-HR 0001909760-26-000001 filed by Zullo Investment Group, 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 21,403 shares
    Change vs previous 13F +609 shares

    0.71% of the 13F portfolio, value $1,918,191.

    13F-HR 0001909760-25-000002 filed by Zullo Investment Group, 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 20,794 shares
    Change vs previous 13F -52 shares

    0.74% of the 13F portfolio, value $1,825,992.

    13F-HR 0001085146-25-004138 filed by Zullo Investment Group, 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 20,846 shares
    Change vs previous 13F +180 shares

    0.77% of the 13F portfolio, value $1,792,310.

    13F-HR 0001085146-25-002533 filed by Zullo Investment Group, 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 20,666 shares
    Change vs previous 13F -297 shares

    0.7% of the 13F portfolio, value $1,738,917.

    13F-HR 0001085146-25-000702 filed by Zullo Investment Group, 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 20,963 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,020,508.

    13F-HR 0001085146-24-004857 filed by Zullo Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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