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AFFINITY WEALTH MANAGEMENT LLC: XLF position timeline

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

AFFINITY WEALTH MANAGEMENT LLC held 9,490 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,490 shares
    Change vs previous 13F -660,152 shares

    0.07% of the 13F portfolio, value $508,769.

    13F-HR 0001951757-26-001017 filed by AFFINITY WEALTH MANAGEMENT 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 669,642 shares
    Change vs previous 13F +5,838 shares

    5% of the 13F portfolio, value $33,060,235.

    13F-HR 0001951757-26-000583 filed by AFFINITY 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 ended2025-12-31
    13F 663,804 shares
    Change vs previous 13F +9,178 shares

    5.17% of the 13F portfolio, value $36,356,555.

    13F-HR 0001951757-26-000157 filed by AFFINITY 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 ended2025-09-30
    13F 654,626 shares
    Change vs previous 13F +4,954 shares

    5.16% of the 13F portfolio, value $35,264,713.

    13F-HR 0001951757-25-001278 filed by AFFINITY 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 ended2025-06-30
    13F 649,672 shares
    Change vs previous 13F -3,312 shares

    5.44% of the 13F portfolio, value $34,023,332.

    13F-HR 0001951757-25-000835 filed by AFFINITY 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 ended2025-03-31
    13F 652,984 shares
    Change vs previous 13F +13,883 shares

    6.03% of the 13F portfolio, value $32,525,142.

    13F-HR 0001951757-25-000293 filed by AFFINITY 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 ended2024-12-31
    13F 639,101 shares
    Change vs previous 13F +6,528 shares

    5.47% of the 13F portfolio, value $30,887,760.

    13F-HR 0001951757-25-000076 filed by AFFINITY 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 ended2024-09-30
    13F 632,573 shares
    Change vs previous 13F not available

    5.09% of the 13F portfolio, value $28,668,217.

    13F-HR 0001951757-24-001010 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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