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Disclosery

Financially Speaking Inc: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financially Speaking Inc on XLC, newest first. How the timeline and the estimate are built.

Financially Speaking Inc held 0 XLC shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -28 shares

    13F-HR 0001398344-26-002600 filed by Financially Speaking Inc
    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 ended2025-09-30
    13F 28 shares
    Change vs previous 13F -46,396 shares

    <0.01% of the 13F portfolio, value $3,314.

    13F-HR 0001398344-25-020442 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 46,424 shares
    Change vs previous 13F +46,396 shares

    3.32% of the 13F portfolio, value $5,038,397.

    13F-HR 0001398344-25-014680 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 28 shares
    Change vs previous 13F -61,898 shares

    <0.01% of the 13F portfolio, value $2,701.

    13F-HR 0001398344-25-008919 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 61,926 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $5,995,057.

    13F-HR 0001398344-25-002410 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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