Skip to content
Disclosery

Flywheel Private Wealth LLC: XLF position timeline

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

Flywheel Private Wealth LLC held 19,832 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,832 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,063,204.

    13F-HR 0001725547-26-000242 filed by Flywheel Private Wealth 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 19,832 shares
    Change vs previous 13F -100 shares

    0.56% of the 13F portfolio, value $979,116.

    13F-HR 0001725547-26-000136 filed by Flywheel Private Wealth 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 19,932 shares
    Change vs previous 13F -1,628 shares

    0.68% of the 13F portfolio, value $1,091,686.

    13F-HR 0001725547-26-000020 filed by Flywheel Private Wealth 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 21,560 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,161,450.

    13F-HR 0001725547-25-004114 filed by Flywheel Private Wealth 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 21,560 shares
    Change vs previous 13F -3,058 shares

    0.91% of the 13F portfolio, value $1,129,109.

    13F-HR 0001725547-25-003450 filed by Flywheel Private Wealth 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 24,618 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $1,226,234.

    13F-HR 0001725547-25-001412 filed by Flywheel Private Wealth 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 24,618 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,189,799.

    13F-HR 0001725547-25-000090 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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