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AAFMAA Wealth Management & Trust LLC: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAFMAA Wealth Management & Trust LLC on XLF, newest first. How the timeline and the estimate are built.

AAFMAA Wealth Management & Trust LLC held 291,796 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 291,796 shares
    Change vs previous 13F +16,122 shares

    5.46% of the 13F portfolio, value $15,643,183.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust 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 275,674 shares
    Change vs previous 13F +163,113 shares

    5.28% of the 13F portfolio, value $13,610,025.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust 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 112,561 shares
    Change vs previous 13F +5,163 shares

    2.42% of the 13F portfolio, value $6,164,966.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust 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 107,398 shares
    Change vs previous 13F +1,826 shares

    2.3% of the 13F portfolio, value $5,785,530.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust 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 105,572 shares
    Change vs previous 13F +11,355 shares

    2.29% of the 13F portfolio, value $5,528,805.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust 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 94,217 shares
    Change vs previous 13F +76,531 shares

    2.13% of the 13F portfolio, value $4,692,949.

    13F-HR 0001376474-25-000327 filed by AAFMAA Wealth Management & Trust 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 17,686 shares
    Change vs previous 13F +322 shares

    0.37% of the 13F portfolio, value $854,764.

    13F-HR 0001376474-25-000067 filed by AAFMAA Wealth Management & Trust 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 17,364 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $786,937.

    13F-HR 0001376474-24-000602 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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