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Foguth Wealth Management, LLC.: XLF position timeline

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

Foguth Wealth Management, LLC. held 164,101 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 164,101 shares
    Change vs previous 13F +32,181 shares

    1.05% of the 13F portfolio, value $9,196,242.

    13F-HR 0002016322-26-000007 filed by Foguth Wealth 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 131,920 shares
    Change vs previous 13F -14,122 shares

    0.79% of the 13F portfolio, value $6,804,415.

    13F-HR 0002016322-26-000006 filed by Foguth Wealth 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 146,042 shares
    Change vs previous 13F +40,033 shares

    1.24% of the 13F portfolio, value $8,022,110.

    13F-HR 0002016322-26-000001 filed by Foguth Wealth 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 ended2025-06-30
    13F 106,009 shares
    Change vs previous 13F +71,326 shares

    1.19% of the 13F portfolio, value $5,551,715.

    13F-HR 0002016322-25-000008 filed by Foguth Wealth 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 ended2025-03-31
    13F 34,683 shares
    Change vs previous 13F -17,737 shares

    0.42% of the 13F portfolio, value $1,727,550.

    13F-HR 0002016322-25-000006 filed by Foguth Wealth 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 ended2024-12-31
    13F 52,420 shares
    Change vs previous 13F +13,484 shares

    0.7% of the 13F portfolio, value $2,665,560.

    13F-HR 0002016322-25-000002 filed by Foguth Wealth 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 ended2024-09-30
    13F 38,936 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,765,746.

    13F-HR 0002016322-24-000003 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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