Skip to content
Disclosery

Formidable Asset Management, LLC: XLF position timeline

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

Formidable Asset Management, LLC held 7,169 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,169 shares
    Change vs previous 13F -263 shares

    0.06% of the 13F portfolio, value $353,934.

    13F-HR 0001592613-26-000003 filed by Formidable Asset 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 7,432 shares
    Change vs previous 13F -757 shares

    0.06% of the 13F portfolio, value $407,051.

    13F-HR 0001592613-26-000002 filed by Formidable Asset 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 8,189 shares
    Change vs previous 13F -20 shares

    0.06% of the 13F portfolio, value $441,141.

    13F-HR 0001592613-26-000001 filed by Formidable Asset 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 ended2025-09-30
    13F 8,209 shares
    Change vs previous 13F -147 shares

    0.07% of the 13F portfolio, value $429,905.

    13F-HR 0001592613-25-000008 filed by Formidable Asset 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 ended2025-06-30
    13F 8,356 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $416,212.

    13F-HR 0001592613-25-000004 filed by Formidable Asset 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 ended2025-03-31
    13F 8,356 shares
    Change vs previous 13F -230 shares

    0.07% of the 13F portfolio, value $416,212.

    13F-HR 0001592613-25-000002 filed by Formidable Asset 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 ended2024-12-31
    13F 8,586 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $414,939.

    13F-HR 0001592613-25-000001 filed by Formidable Asset Management, LLC
    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 8,590 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $389,282.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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