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ACT WEALTH MANAGEMENT, LLC: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACT WEALTH MANAGEMENT, LLC on XLF, newest first. How the timeline and the estimate are built.

ACT WEALTH MANAGEMENT, LLC held 174,571 XLF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 174,571 shares
    Change vs previous 13F +1,972 shares

    2.74% of the 13F portfolio, value $9,322,106.

    13F-HR 0001754960-26-000829 filed by ACT WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 172,599 shares
    Change vs previous 13F +8,657 shares

    2.72% of the 13F portfolio, value $9,253,037.

    13F-HR 0001754960-26-000416 filed by ACT WEALTH 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 ended2026-03-31
    13F 163,942 shares
    Change vs previous 13F +2,909 shares

    2.72% of the 13F portfolio, value $8,093,831.

    13F-HR 0001754960-26-000255 filed by ACT WEALTH 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 ended2025-12-31
    13F 161,033 shares
    Change vs previous 13F +5,317 shares

    2.88% of the 13F portfolio, value $8,819,762.

    13F-HR 0001754960-26-000076 filed by ACT WEALTH 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 ended2025-09-30
    13F 155,716 shares
    Change vs previous 13F +8,013 shares

    2.94% of the 13F portfolio, value $8,388,411.

    13F-HR 0001754960-25-000631 filed by ACT WEALTH 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 ended2025-06-30
    13F 147,703 shares
    Change vs previous 13F -1,069 shares

    3.27% of the 13F portfolio, value $7,735,195.

    13F-HR 0001754960-25-000330 filed by ACT WEALTH 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 ended2025-03-31
    13F 148,772 shares
    Change vs previous 13F -7,319 shares

    3.35% of the 13F portfolio, value $7,410,322.

    13F-HR 0001754960-25-000172 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 156,091 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $7,543,859.

    13F-HR 0001754960-25-000040 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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