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Appalachian Capital Management Ltd: XLF position timeline

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

Appalachian Capital Management Ltd held 53,467 XLF shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 53,467 shares
    Change vs previous 13F -91 shares

    2.05% of the 13F portfolio, value $2,855,159.

    13F-HR 0002085853-26-001181 filed by Appalachian Capital Management Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 53,558 shares
    Change vs previous 13F -398 shares

    2.08% of the 13F portfolio, value $2,871,233.

    13F-HR 0002085853-26-000793 filed by Appalachian Capital Management Ltd
    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 53,956 shares
    Change vs previous 13F -1,066 shares

    2.13% of the 13F portfolio, value $2,663,804.

    13F-HR 0002085853-26-000508 filed by Appalachian Capital Management Ltd
    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 55,022 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $3,013,580.

    13F-HR 0002085853-26-000276 filed by Appalachian Capital Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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