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Financial Freedom, LLC: XLF position timeline

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

Financial Freedom, LLC held 27,781 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,781 shares
    Change vs previous 13F -12,500 shares

    0.68% of the 13F portfolio, value $1,489,317.

    13F-HR 0001965484-26-000003 filed by Financial Freedom, 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 40,281 shares
    Change vs previous 13F -11,576 shares

    0.99% of the 13F portfolio, value $1,988,681.

    13F-HR 0001965484-26-000002 filed by Financial Freedom, 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 51,857 shares
    Change vs previous 13F -11,900 shares

    1.41% of the 13F portfolio, value $2,840,198.

    13F-HR 0001965484-26-000001 filed by Financial Freedom, 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 63,757 shares
    Change vs previous 13F -2,163 shares

    1.71% of the 13F portfolio, value $3,434,600.

    13F-HR 0001965484-25-000006 filed by Financial Freedom, 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 65,920 shares
    Change vs previous 13F -618 shares

    1.86% of the 13F portfolio, value $3,452,303.

    13F-HR 0001965484-25-000003 filed by Financial Freedom, 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 66,538 shares
    Change vs previous 13F -10,938 shares

    1.9% of the 13F portfolio, value $3,314,280.

    13F-HR 0001965484-25-000002 filed by Financial Freedom, 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 77,476 shares
    Change vs previous 13F -724 shares

    1.97% of the 13F portfolio, value $3,744,391.

    13F-HR 0001965484-25-000001 filed by Financial Freedom, 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 78,200 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $3,544,031.

    13F-HR 0001965484-24-000006 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

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