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Disclosery

Caption Management, LLC: XLF position timeline

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

Caption Management, LLC held 1,149,802 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,149,802 shares
    Change vs previous 13F +1,116,271 shares

    2.17% of the 13F portfolio, value $61,640,885.

    13F-HR 0001706766-26-000005 filed by Caption 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 33,531 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,655,425.

    13F-HR 0001706766-26-000004 filed by Caption Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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