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Disclosery

GEM Asset Management, LLC: XLF position timeline

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

GEM Asset Management, LLC held 3,962 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,962 shares
    Change vs previous 13F -6,660 shares

    0.08% of the 13F portfolio, value $212,415.

    13F-HR 0000905729-26-000138 filed by GEM 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 10,622 shares
    Change vs previous 13F -31 shares

    0.23% of the 13F portfolio, value $524,391.

    13F-HR 0000905729-26-000081 filed by GEM 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 10,653 shares
    Change vs previous 13F +30 shares

    0.26% of the 13F portfolio, value $592,407.

    13F-HR 0000905729-26-000015 filed by GEM 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 10,623 shares
    Change vs previous 13F -1,959 shares

    0.27% of the 13F portfolio, value $571,222.

    13F-HR 0000905729-25-000175 filed by GEM 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 12,582 shares
    Change vs previous 13F +458 shares

    0.34% of the 13F portfolio, value $662,815.

    13F-HR 0000905729-25-000118 filed by GEM 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 12,124 shares
    Change vs previous 13F +7,348 shares

    0.34% of the 13F portfolio, value $603,157.

    13F-HR 0000905729-25-000074 filed by GEM 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 4,776 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $230,845.

    13F-HR 0000905729-25-000019 filed by GEM Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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