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FLOYD FINANCIAL GROUP LLC: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FLOYD FINANCIAL GROUP LLC on XLB, newest first. How the timeline and the estimate are built.

FLOYD FINANCIAL GROUP LLC held 71,896 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,896 shares
    Change vs previous 13F -623 shares

    2.38% of the 13F portfolio, value $3,640,813.

    13F-HR 0002007613-26-000005 filed by FLOYD FINANCIAL GROUP 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 72,519 shares
    Change vs previous 13F -727 shares

    2.48% of the 13F portfolio, value $3,726,026.

    13F-HR 0002007613-26-000003 filed by FLOYD FINANCIAL GROUP 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 73,246 shares
    Change vs previous 13F +51,111 shares

    2.62% of the 13F portfolio, value $3,879,108.

    13F-HR 0002007613-26-000002 filed by FLOYD FINANCIAL GROUP 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 22,135 shares
    Change vs previous 13F +676 shares

    1.45% of the 13F portfolio, value $1,952,971.

    13F-HR 0002007613-25-000008 filed by FLOYD FINANCIAL GROUP 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 21,459 shares
    Change vs previous 13F -1,534 shares

    1.81% of the 13F portfolio, value $1,960,709.

    13F-HR 0002007613-25-000006 filed by FLOYD FINANCIAL GROUP 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 22,993 shares
    Change vs previous 13F +2,420 shares

    1.79% of the 13F portfolio, value $1,976,938.

    13F-HR 0002007613-25-000003 filed by FLOYD FINANCIAL GROUP 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 20,573 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,713,731.

    13F-HR 0002007613-25-000001 filed by FLOYD FINANCIAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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