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Abbot Financial Management, Inc.: XLC position timeline

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

Abbot Financial Management, Inc. held 8,748 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,748 shares
    Change vs previous 13F -198 shares

    0.34% of the 13F portfolio, value $937,141.

    13F-HR 0001714341-26-000003 filed by Abbot Financial 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 8,946 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $991,787.

    13F-HR 0001714341-26-000002 filed by Abbot Financial 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 8,946 shares
    Change vs previous 13F +5,941 shares

    0.44% of the 13F portfolio, value $1,053,088.

    13F-HR 0001714341-26-000001 filed by Abbot Financial 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 3,005 shares
    Change vs previous 13F -170 shares

    0.15% of the 13F portfolio, value $355,702.

    13F-HR 0001714341-25-000006 filed by Abbot Financial 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 3,175 shares
    Change vs previous 13F +100 shares

    0.16% of the 13F portfolio, value $344,583.

    13F-HR 0001714341-25-000003 filed by Abbot Financial 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 3,075 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $296,584.

    13F-HR 0001714341-25-000002 filed by Abbot Financial 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 3,075 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $297,691.

    13F-HR 0001714341-25-000001 filed by Abbot Financial 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 3,075 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $277,980.

    13F-HR 0001714341-24-000006 filed by Abbot Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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