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Focused Wealth Management, Inc: XLF position timeline

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

Focused Wealth Management, Inc held 317,863 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 317,863 shares
    Change vs previous 13F +12,049 shares

    1.51% of the 13F portfolio, value $17,040,626.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    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 305,814 shares
    Change vs previous 13F -175,629 shares

    1.58% of the 13F portfolio, value $15,098,029.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 481,443 shares
    Change vs previous 13F +13,307 shares

    2.8% of the 13F portfolio, value $26,368,608.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 468,136 shares
    Change vs previous 13F +12,191 shares

    2.73% of the 13F portfolio, value $25,218,483.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 455,945 shares
    Change vs previous 13F +4,609 shares

    2.91% of the 13F portfolio, value $23,877,850.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    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 451,336 shares
    Change vs previous 13F +9,506 shares

    3.06% of the 13F portfolio, value $22,481,029.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 441,830 shares
    Change vs previous 13F +4,431 shares

    2.88% of the 13F portfolio, value $21,353,657.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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 437,399 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $19,822,938.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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