FormulaFolio Investments, LLC: XLF position timeline

FormulaFolio Investments, LLC held 80 XLF shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

1. period ended2021-06-30

   13F 80 shares

   Change vs previous 13F 0 shares

   <0.01% of the 13F portfolio, value $3,000.

   13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
   Filed 2021-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

2. period ended2021-03-31

   13F 80 shares

   Change vs previous 13F -67,311 shares

   <0.01% of the 13F portfolio, value $3,000.

   13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
   Filed 2021-05-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

3. period ended2020-12-31

   13F 67,391 shares

   Change vs previous 13F +67,391 shares

   0.04% of the 13F portfolio, value $1,987,000.

   13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
   Filed 2021-03-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

4. period ended2020-06-30

   13F 0 shares

   Change vs previous 13F -14,124 shares

   13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
   Filed 2020-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2020-03-31

   13F 14,124 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $294,000.

   13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
   Filed 2020-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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