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Disclosery

CHANNEL WEALTH LLC: XLF position timeline

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

CHANNEL WEALTH LLC held 92,066 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 92,066 shares
    Change vs previous 13F -21,921 shares

    1.11% of the 13F portfolio, value $4,935,661.

    13F-HR 0001975550-26-000004 filed by CHANNEL WEALTH 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 113,987 shares
    Change vs previous 13F -22,459 shares

    1.36% of the 13F portfolio, value $5,627,538.

    13F-HR 0001975550-26-000003 filed by CHANNEL WEALTH 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 136,446 shares
    Change vs previous 13F -1,815 shares

    1.89% of the 13F portfolio, value $7,473,147.

    13F-HR 0001975550-26-000001 filed by CHANNEL WEALTH 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 138,261 shares
    Change vs previous 13F +66,880 shares

    1.99% of the 13F portfolio, value $7,448,120.

    13F-HR 0001975550-25-000006 filed by CHANNEL WEALTH 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 71,381 shares
    Change vs previous 13F -8,095 shares

    1.06% of the 13F portfolio, value $3,738,223.

    13F-HR 0001831193-25-000005 filed by CHANNEL WEALTH 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 79,476 shares
    Change vs previous 13F +6,935 shares

    1.23% of the 13F portfolio, value $3,958,700.

    13F-HR 0001975550-25-000003 filed by CHANNEL WEALTH 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 72,541 shares
    Change vs previous 13F +62,239 shares

    1.14% of the 13F portfolio, value $3,505,907.

    13F-HR 0001975550-25-000001 filed by CHANNEL WEALTH 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 10,302 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $466,887.

    13F-HR 0001975550-24-000009 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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