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Disclosery

FORBES J M & CO LLP: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on XLF, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 268,854 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 268,854 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $14,413,263.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 268,854 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $13,273,322.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 268,854 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $14,725,134.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 268,854 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $14,483,165.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 268,854 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $14,079,884.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 268,854 shares
    Change vs previous 13F -4,111 shares

    1.3% of the 13F portfolio, value $13,391,618.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 272,965 shares
    Change vs previous 13F 0 shares

    1.27% of the 13F portfolio, value $13,192,398.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 272,965 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $12,370,774.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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