Skip to content
Disclosery

Frisch Financial Group, Inc.: XLF position timeline

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

Frisch Financial Group, Inc. held 254,219 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,219 shares
    Change vs previous 13F -21,034 shares

    2.34% of the 13F portfolio, value $13,628,657.

    13F-HR 0001767730-26-000004 filed by Frisch Financial Group, 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 275,253 shares
    Change vs previous 13F +2,682 shares

    2.84% of the 13F portfolio, value $13,589,221.

    13F-HR 0001767730-26-000003 filed by Frisch Financial Group, 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 272,571 shares
    Change vs previous 13F +2,840 shares

    3.35% of the 13F portfolio, value $14,928,689.

    13F-HR 0001767730-26-000001 filed by Frisch Financial Group, 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 269,731 shares
    Change vs previous 13F +5,717 shares

    3.38% of the 13F portfolio, value $14,530,386.

    13F-HR 0001767730-25-000007 filed by Frisch Financial Group, 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 264,014 shares
    Change vs previous 13F +1,887 shares

    3.38% of the 13F portfolio, value $13,826,000.

    13F-HR 0001767730-25-000005 filed by Frisch Financial Group, 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 262,127 shares
    Change vs previous 13F -4,009 shares

    3.66% of the 13F portfolio, value $13,057,000.

    13F-HR 0001767730-25-000004 filed by Frisch Financial Group, 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 266,136 shares
    Change vs previous 13F -5,442 shares

    3.89% of the 13F portfolio, value $12,862,000.

    13F-HR 0001767730-25-000001 filed by Frisch Financial Group, 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 271,578 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $12,308,000.

    13F-HR 0001767730-24-000005 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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