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Disclosery

Cooksen Wealth, LLC: XLF position timeline

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

Cooksen Wealth, LLC held 126,031 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,031 shares
    Change vs previous 13F +7,366 shares

    4.26% of the 13F portfolio, value $6,756,520.

    13F-HR 0001214659-26-009193 filed by Cooksen 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 118,665 shares
    Change vs previous 13F +11,293 shares

    4.25% of the 13F portfolio, value $5,858,488.

    13F-HR 0001214659-26-005313 filed by Cooksen 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 107,372 shares
    Change vs previous 13F +2,466 shares

    4.3% of the 13F portfolio, value $5,880,790.

    13F-HR 0001214659-26-000626 filed by Cooksen 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 104,906 shares
    Change vs previous 13F +5,627 shares

    4.22% of the 13F portfolio, value $5,651,265.

    13F-HR 0001214659-25-015566 filed by Cooksen 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 99,279 shares
    Change vs previous 13F +8,283 shares

    4.18% of the 13F portfolio, value $5,199,229.

    13F-HR 0001214659-25-012294 filed by Cooksen 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 90,996 shares
    Change vs previous 13F -5,874 shares

    3.89% of the 13F portfolio, value $3,832,752.

    13F-HR 0001214659-25-006583 filed by Cooksen 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 96,870 shares
    Change vs previous 13F +1,769 shares

    4.31% of the 13F portfolio, value $4,681,727.

    13F-HR 0001214659-25-001615 filed by Cooksen 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 95,101 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $4,309,977.

    13F-HR 0001214659-24-017870 filed by Cooksen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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