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Disclosery

Fusion Capital, LLC: XLF position timeline

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

Fusion Capital, LLC held 7,216 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,216 shares
    Change vs previous 13F +195 shares

    0.09% of the 13F portfolio, value $386,855.

    13F-HR 0001104659-26-091052 filed by Fusion Capital, 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 7,021 shares
    Change vs previous 13F -913 shares

    0.09% of the 13F portfolio, value $346,623.

    13F-HR 0001104659-26-060085 filed by Fusion Capital, 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 7,934 shares
    Change vs previous 13F -483 shares

    0.12% of the 13F portfolio, value $434,560.

    13F-HR 0001104659-26-010106 filed by Fusion Capital, 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 8,417 shares
    Change vs previous 13F +283 shares

    0.13% of the 13F portfolio, value $440,792.

    13F-HR 0001104659-25-106767 filed by Fusion Capital, 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 8,134 shares
    Change vs previous 13F -572 shares

    0.15% of the 13F portfolio, value $425,995.

    13F-HR 0001104659-25-075642 filed by Fusion Capital, 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 8,706 shares
    Change vs previous 13F -554 shares

    0.17% of the 13F portfolio, value $433,630.

    13F-HR 0001104659-25-049192 filed by Fusion Capital, 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 9,260 shares
    Change vs previous 13F +29 shares

    0.18% of the 13F portfolio, value $447,536.

    13F-HR 0001104659-25-009449 filed by Fusion Capital, 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 9,231 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $418,330.

    13F-HR 0001104659-24-116505 filed by Fusion Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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