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Fairvoy Private Wealth, LLC: XLF position timeline

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

Fairvoy Private Wealth, LLC held 30,263 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,263 shares
    Change vs previous 13F -82,851 shares

    0.33% of the 13F portfolio, value $1,622,394.

    13F-HR 0002046607-26-000003 filed by Fairvoy Private Wealth, 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 113,114 shares
    Change vs previous 13F +63,777 shares

    1.33% of the 13F portfolio, value $5,584,440.

    13F-HR 0002046607-26-000002 filed by Fairvoy Private Wealth, 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 49,337 shares
    Change vs previous 13F +1,414 shares

    0.6% of the 13F portfolio, value $2,702,165.

    13F-HR 0002046607-26-000001 filed by Fairvoy Private Wealth, 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 47,923 shares
    Change vs previous 13F +1,946 shares

    0.59% of the 13F portfolio, value $2,581,631.

    13F-HR 0002046607-25-000006 filed by Fairvoy Private Wealth, 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 45,977 shares
    Change vs previous 13F -10,261 shares

    0.6% of the 13F portfolio, value $2,407,804.

    13F-HR 0002046607-25-000003 filed by Fairvoy Private Wealth, 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 56,238 shares
    Change vs previous 13F +15,041 shares

    0.77% of the 13F portfolio, value $2,801,225.

    13F-HR 0002046607-25-000002 filed by Fairvoy Private Wealth, 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 41,197 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,991,048.

    13F-HR 0002046607-25-000001 filed by Fairvoy Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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