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Disclosery

BigSur Wealth Management LLC: XLF position timeline

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

BigSur Wealth Management LLC held 61,820 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,820 shares
    Change vs previous 13F +800 shares

    0.8% of the 13F portfolio, value $3,314,170.

    13F-HR 0001398344-26-012137 filed by BigSur 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 61,020 shares
    Change vs previous 13F -9,750 shares

    0.85% of the 13F portfolio, value $3,012,557.

    13F-HR 0001398344-26-006828 filed by BigSur 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 70,770 shares
    Change vs previous 13F -100 shares

    0.94% of the 13F portfolio, value $3,876,073.

    13F-HR 0001398344-26-001298 filed by BigSur 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 70,870 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $3,817,767.

    13F-HR 0001398344-25-019122 filed by BigSur 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 70,870 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $3,711,462.

    13F-HR 0001398344-25-013158 filed by BigSur 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 70,870 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $3,530,035.

    13F-HR 0001398344-25-007207 filed by BigSur 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 70,870 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $3,425,147.

    13F-HR 0001398344-25-000735 filed by BigSur 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 70,870 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $3,211,828.

    13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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