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Disclosery

D.B. Root & Company, LLC: XLF position timeline

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

D.B. Root & Company, LLC held 10,845 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,845 shares
    Change vs previous 13F -165 shares

    0.12% of the 13F portfolio, value $581,400.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 11,010 shares
    Change vs previous 13F +3,216 shares

    0.13% of the 13F portfolio, value $543,564.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 7,794 shares
    Change vs previous 13F -4,078 shares

    0.1% of the 13F portfolio, value $426,877.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 11,872 shares
    Change vs previous 13F -12,920 shares

    0.16% of the 13F portfolio, value $639,545.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 24,792 shares
    Change vs previous 13F -6,587 shares

    0.38% of the 13F portfolio, value $1,298,357.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, 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 31,379 shares
    Change vs previous 13F +13,744 shares

    0.5% of the 13F portfolio, value $1,562,988.

    13F-HR 0001172661-25-001837 filed by D.B. Root & Company, 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 17,635 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $852,300.

    13F-HR 0001172661-25-000250 filed by D.B. Root & Company, 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 17,635 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $799,218.

    13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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