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Disclosery

Financial Council, LLC: XVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Council, LLC on XVV, newest first. How the timeline and the estimate are built.

Financial Council, LLC held 28,114 XVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,114 shares
    Change vs previous 13F -274 shares

    0.52% of the 13F portfolio, value $1,596,582.

    13F-HR 0001883629-26-000005 filed by Financial Council, 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 28,388 shares
    Change vs previous 13F +254 shares

    0.54% of the 13F portfolio, value $1,397,262.

    13F-HR 0001883629-26-000003 filed by Financial Council, 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 28,134 shares
    Change vs previous 13F -1,392 shares

    0.59% of the 13F portfolio, value $1,482,650.

    13F-HR 0001883629-26-000001 filed by Financial Council, 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 29,526 shares
    Change vs previous 13F -286 shares

    0.68% of the 13F portfolio, value $1,521,240.

    13F-HR 0001883629-25-000004 filed by Financial Council, 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 29,812 shares
    Change vs previous 13F -119 shares

    0.69% of the 13F portfolio, value $1,421,686.

    13F-HR 0001085146-25-003994 filed by Financial Council, 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 29,931 shares
    Change vs previous 13F +2,790 shares

    0.69% of the 13F portfolio, value $1,280,537.

    13F-HR 0001085146-25-002093 filed by Financial Council, 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 27,141 shares
    Change vs previous 13F -5,154 shares

    0.63% of the 13F portfolio, value $1,229,482.

    13F-HR 0001085146-25-000849 filed by Financial Council, 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 32,295 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,428,216.

    13F-HR 0001883629-24-000008 filed by Financial Council, LLC
    Filed (acceptance time not in the bulk data set), ingested

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