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Disclosery

Campbell Wealth Management: XLF position timeline

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

Campbell Wealth Management held 756,328 XLF shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 756,328 shares
    Change vs previous 13F +8,313 shares

    3.29% of the 13F portfolio, value $36,553,000.

    13F-HR 0001736648-25-000001 filed by Campbell 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 ended2024-09-30
    13F 748,015 shares
    Change vs previous 13F +9,992 shares

    3.02% of the 13F portfolio, value $33,900,000.

    13F-HR 0001736648-24-000005 filed by Campbell 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 ended2024-06-30
    13F 738,023 shares
    Change vs previous 13F +23,449 shares

    9.8% of the 13F portfolio, value $30,340,000.

    13F-HR 0001736648-24-000003 filed by Campbell 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 ended2024-03-31
    13F 714,574 shares
    Change vs previous 13F +33,600 shares

    2.99% of the 13F portfolio, value $30,098,000.

    13F-HR 0001736648-24-000002 filed by Campbell 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 ended2023-12-31
    13F 680,974 shares
    Change vs previous 13F +8,516 shares

    3.04% of the 13F portfolio, value $25,605,000.

    13F-HR 0001736648-24-000001 filed by Campbell 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 ended2023-09-30
    13F 672,458 shares
    Change vs previous 13F -12,792 shares

    2.72% of the 13F portfolio, value $22,305,000.

    13F-HR 0001736648-23-000005 filed by Campbell 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 ended2023-06-30
    13F/A 685,250 shares
    Change vs previous 13F +29,032 shares

    2.97% of the 13F portfolio, value $23,100,000.

    13F-HR/A 0001736648-23-000004 filed by Campbell 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 ended2023-03-31
    13F 656,218 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $21,097,000.

    13F-HR 0001736648-23-000002 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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