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Activest Wealth Management: XLF position timeline

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

Activest Wealth Management held 36,562 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,562 shares
    Change vs previous 13F -31,797 shares

    0.38% of the 13F portfolio, value $1,960,083.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 68,359 shares
    Change vs previous 13F -8,626 shares

    0.59% of the 13F portfolio, value $3,374,882.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 76,985 shares
    Change vs previous 13F +10,523 shares

    0.79% of the 13F portfolio, value $4,216,462.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 66,462 shares
    Change vs previous 13F +3,443 shares

    0.72% of the 13F portfolio, value $3,580,325.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 63,019 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $3,300,306.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 63,019 shares
    Change vs previous 13F +1,965 shares

    0.84% of the 13F portfolio, value $3,139,001.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 61,054 shares
    Change vs previous 13F +3,183 shares

    0.82% of the 13F portfolio, value $2,950,737.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 57,871 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,622,731.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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