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GC Wealth Management RIA, LLC: XLF position timeline

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

GC Wealth Management RIA, LLC held 44,086 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,086 shares
    Change vs previous 13F +27,933 shares

    0.14% of the 13F portfolio, value $2,363,450.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, 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 16,153 shares
    Change vs previous 13F +6,802 shares

    0.03% of the 13F portfolio, value $797,474.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, 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 9,351 shares
    Change vs previous 13F -2,897 shares

    0.02% of the 13F portfolio, value $512,154.

    13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, 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 12,248 shares
    Change vs previous 13F +6,655 shares

    0.02% of the 13F portfolio, value $659,800.

    13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, 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 5,593 shares
    Change vs previous 13F +1,468 shares

    0.02% of the 13F portfolio, value $292,905.

    13F-HR 0001172661-25-002639 filed by GC Wealth Management RIA, 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 4,125 shares
    Change vs previous 13F -84 shares

    0.04% of the 13F portfolio, value $205,466.

    13F-HR 0001172661-25-001674 filed by GC Wealth Management RIA, 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 4,209 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $203,421.

    13F-HR 0001172661-25-000589 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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