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Destiny Wealth Partners, LLC: XLF position timeline

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

Destiny Wealth Partners, LLC held 11,124 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,124 shares
    Change vs previous 13F -7,298 shares

    0.09% of the 13F portfolio, value $633,401.

    13F-HR 0001844369-26-000005 filed by Destiny Wealth Partners, 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 18,422 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $909,494.

    13F-HR 0001844369-26-000004 filed by Destiny Wealth Partners, 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 18,422 shares
    Change vs previous 13F -249,693 shares

    0.11% of the 13F portfolio, value $983,919.

    13F-HR 0001844369-26-000002 filed by Destiny Wealth Partners, 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 268,115 shares
    Change vs previous 13F +7,741 shares

    1.77% of the 13F portfolio, value $14,443,353.

    13F-HR 0001844369-25-000007 filed by Destiny Wealth Partners, 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 260,374 shares
    Change vs previous 13F +8,609 shares

    1.83% of the 13F portfolio, value $13,635,769.

    13F-HR 0001844369-25-000005 filed by Destiny Wealth Partners, 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 251,765 shares
    Change vs previous 13F +7,317 shares

    1.99% of the 13F portfolio, value $12,540,391.

    13F-HR 0001844369-25-000004 filed by Destiny Wealth Partners, 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 244,448 shares
    Change vs previous 13F +1,754 shares

    1.93% of the 13F portfolio, value $11,814,175.

    13F-HR 0001844369-25-000001 filed by Destiny Wealth Partners, 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 242,694 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $10,998,873.

    13F-HR 0001844369-24-000006 filed by Destiny Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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