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Disclosery

Factor Wealth Management LTD: XLF position timeline

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

Factor Wealth Management LTD held 0 XLF shares at 2026-03-31 per its 13F-HR filed 2026-04-20.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,926 shares

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,926 shares
    Change vs previous 13F +6 shares

    0.05% of the 13F portfolio, value $215,005.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,920 shares
    Change vs previous 13F +6 shares

    0.05% of the 13F portfolio, value $211,148.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,914 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $204,966.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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