Elm Partners Management LLC: XLF position timeline

Elm Partners Management LLC held 60,083 XLF shares at 2026-06-30 per its 13F-HR/A filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 60,083 shares

   Change vs previous 13F +8,075 shares

   0.1% of the 13F portfolio, value $3,221,075.

   13F-HR/A 0001172661-26-004422 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:31:02 UTC, ingested 2026-10-07 16:31:30 UTC

2. period ended2026-03-31

   13F 52,008 shares

   Change vs previous 13F -5,376 shares

   0.11% of the 13F portfolio, value $2,515,130.

   13F-HR 0001172661-26-001760 filed by Elm Partners Management LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F/A 57,384 shares

   Change vs previous 13F +28,645 shares

   0.12% of the 13F portfolio, value $3,142,948.

   13F-HR/A 0001172661-26-004421 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:30:07 UTC, ingested 2026-10-07 16:30:30 UTC

4. period ended2025-09-30

   13F/A 28,739 shares

   Change vs previous 13F +3,919 shares

   0.06% of the 13F portfolio, value $1,548,196.

   13F-HR/A 0001172661-26-004420 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:29:10 UTC, ingested 2026-10-07 16:30:30 UTC

5. period ended2025-06-30

   13F/A 24,820 shares

   Change vs previous 13F +11,543 shares

   0.06% of the 13F portfolio, value $1,299,848.

   13F-HR/A 0001172661-26-004419 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:28:10 UTC, ingested 2026-10-07 16:29:30 UTC

6. period ended2025-03-31

   13F/A 13,277 shares

   Change vs previous 13F -9,434 shares

   0.03% of the 13F portfolio, value $661,351.

   13F-HR/A 0001172661-26-004417 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:03:14 UTC, ingested 2026-10-07 16:04:30 UTC

7. period ended2024-12-31

   13F 22,711 shares

   Change vs previous 13F +12,059 shares

   0.07% of the 13F portfolio, value $1,097,623.

   13F-HR 0001172661-25-000783 filed by Elm Partners Management LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 10,652 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $482,749.

   13F-HR 0001172661-24-004511 filed by Elm Partners Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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