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DONALDSON CAPITAL MANAGEMENT, LLC: XLF position timeline

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

DONALDSON CAPITAL MANAGEMENT, LLC held 24,465 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,465 shares
    Change vs previous 13F +7,756 shares

    0.04% of the 13F portfolio, value $1,311,552.

    13F-HR 0001487438-26-000004 filed by DONALDSON CAPITAL 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 16,709 shares
    Change vs previous 13F -3,452 shares

    0.03% of the 13F portfolio, value $824,905.

    13F-HR 0001487438-26-000003 filed by DONALDSON CAPITAL MANAGEMENT, 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 20,161 shares
    Change vs previous 13F +3,744 shares

    0.04% of the 13F portfolio, value $1,104,244.

    13F-HR 0001487438-26-000001 filed by DONALDSON CAPITAL MANAGEMENT, 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 16,417 shares
    Change vs previous 13F +1,093 shares

    0.03% of the 13F portfolio, value $884,387.

    13F-HR 0001487438-25-000005 filed by DONALDSON CAPITAL MANAGEMENT, 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 15,324 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $802,529.

    13F-HR 0001487438-25-000004 filed by DONALDSON CAPITAL MANAGEMENT, 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 15,309 shares
    Change vs previous 13F +1,240 shares

    0.03% of the 13F portfolio, value $762,520.

    13F-HR 0001487438-25-000001 filed by DONALDSON CAPITAL MANAGEMENT, 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 14,069 shares
    Change vs previous 13F +9,416 shares

    0.03% of the 13F portfolio, value $679,966.

    13F-HR 0002035219-25-000003 filed by DONALDSON CAPITAL MANAGEMENT, 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 4,653 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $210,878.

    13F-HR 0001487438-24-000005 filed by DONALDSON CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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