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Flaharty Asset Management, LLC: XLF position timeline

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

Flaharty Asset Management, LLC held 47,506 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,506 shares
    Change vs previous 13F -593,407 shares

    3.79% of the 13F portfolio, value $2,647,630.

    13F-HR 0001420506-26-001202 filed by Flaharty Asset Management, 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 640,913 shares
    Change vs previous 13F +10,346 shares

    3.93% of the 13F portfolio, value $31,643,874.

    13F-HR 0001420506-26-000797 filed by Flaharty Asset Management, 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 630,567 shares
    Change vs previous 13F -33,680 shares

    4.33% of the 13F portfolio, value $34,652,705.

    13F-HR 0001420506-26-000194 filed by Flaharty Asset Management, 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 664,247 shares
    Change vs previous 13F +19,757 shares

    4.55% of the 13F portfolio, value $35,775,175.

    13F-HR 0001420506-25-002978 filed by Flaharty Asset Management, 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/A 644,490 shares
    Change vs previous 13F +30,538 shares

    4.63% of the 13F portfolio, value $33,833,738.

    13F-HR/A 0001420506-25-003061 filed by Flaharty Asset Management, 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 613,952 shares
    Change vs previous 13F +161,526 shares

    4.41% of the 13F portfolio, value $30,580,974.

    13F-HR 0001420506-25-001330 filed by Flaharty Asset Management, 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 452,426 shares
    Change vs previous 13F +5,284 shares

    3.19% of the 13F portfolio, value $21,865,754.

    13F-HR 0001420506-25-000148 filed by Flaharty Asset Management, 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 447,142 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $20,264,465.

    13F-HR 0001420506-24-002140 filed by Flaharty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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