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Disclosery

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP on XLF, newest first. How the timeline and the estimate are built.

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP held 13,092 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,092 shares
    Change vs previous 13F +800 shares

    0.57% of the 13F portfolio, value $728,177.

    13F-HR 0001951757-26-000970 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 12,292 shares
    Change vs previous 13F +910 shares

    0.37% of the 13F portfolio, value $613,125.

    13F-HR 0001951757-26-000545 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 11,382 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $625,213.

    13F-HR 0001951757-26-000003 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 11,382 shares
    Change vs previous 13F +319 shares

    0.35% of the 13F portfolio, value $607,685.

    13F-HR 0001951757-25-001171 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 11,063 shares
    Change vs previous 13F +744 shares

    0.38% of the 13F portfolio, value $582,578.

    13F-HR 0001951757-25-000630 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 10,319 shares
    Change vs previous 13F +2,355 shares

    0.36% of the 13F portfolio, value $487,366.

    13F-HR 0001951757-25-000290 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 7,964 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $394,059.

    13F-HR 0001951757-25-000055 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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