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WBI INVESTMENTS, LLC: XAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBI INVESTMENTS, LLC on XAR, newest first. How the timeline and the estimate are built.

WBI INVESTMENTS, LLC held 4,995 XAR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,995 shares
    Change vs previous 13F -390 shares

    0.35% of the 13F portfolio, value $1,417,488.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, 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 5,385 shares
    Change vs previous 13F +2,322 shares

    0.38% of the 13F portfolio, value $1,367,598.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 5,385 shares
    • MILLINGTON SECURITIES, LLC: 5,385 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 3,063 shares
    Change vs previous 13F -6 shares

    0.19% of the 13F portfolio, value $738,918.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,069 shares
    Change vs previous 13F -11 shares

    0.18% of the 13F portfolio, value $721,092.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,080 shares
    Change vs previous 13F -439 shares

    0.17% of the 13F portfolio, value $649,695.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, LLC
    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 3,519 shares
    Change vs previous 13F -11,218 shares

    0.15% of the 13F portfolio, value $565,468.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 14,737 shares
    Change vs previous 13F +66 shares

    0.61% of the 13F portfolio, value $2,443,766.

    13F-HR 0001397424-25-000001 filed by WBI INVESTMENTS, LLC
    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 14,671 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,308,335.

    13F-HR 0001397424-24-000010 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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