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CAPE ANN SAVINGS BANK: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPE ANN SAVINGS BANK on XLF, newest first. How the timeline and the estimate are built.

CAPE ANN SAVINGS BANK held 23,559 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,559 shares
    Change vs previous 13F -350 shares

    0.59% of the 13F portfolio, value $1,262,998.

    13F-HR 0000936938-26-000003 filed by CAPE ANN SAVINGS BANK
    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 23,909 shares
    Change vs previous 13F -124 shares

    0.59% of the 13F portfolio, value $1,180,387.

    13F-HR 0000936938-26-000002 filed by CAPE ANN SAVINGS BANK
    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 24,033 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,316,287.

    13F-HR 0000936938-26-000001 filed by CAPE ANN SAVINGS BANK
    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 24,033 shares
    Change vs previous 13F -545 shares

    0.69% of the 13F portfolio, value $1,294,658.

    13F-HR 0000936938-25-000008 filed by CAPE ANN SAVINGS BANK
    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 24,578 shares
    Change vs previous 13F -897 shares

    0.77% of the 13F portfolio, value $1,287,150.

    13F-HR 0000936938-25-000005 filed by CAPE ANN SAVINGS BANK
    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 25,475 shares
    Change vs previous 13F -135 shares

    0.8% of the 13F portfolio, value $1,268,910.

    13F-HR 0000936938-25-000004 filed by CAPE ANN SAVINGS BANK
    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 25,610 shares
    Change vs previous 13F -425 shares

    0.73% of the 13F portfolio, value $1,237,731.

    13F-HR 0000936938-25-000001 filed by CAPE ANN SAVINGS BANK
    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 26,035 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,179,906.

    13F-HR 0000936938-24-000004 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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