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Disclosery

Global Financial Private Client, LLC: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Global Financial Private Client, LLC on XLC, newest first. How the timeline and the estimate are built.

Global Financial Private Client, LLC held 14,809 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,809 shares
    Change vs previous 13F +576 shares

    0.43% of the 13F portfolio, value $1,586,488.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, 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 14,233 shares
    Change vs previous 13F +910 shares

    0.52% of the 13F portfolio, value $1,577,870.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, 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 13,323 shares
    Change vs previous 13F -186 shares

    0.55% of the 13F portfolio, value $1,568,384.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, 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 13,509 shares
    Change vs previous 13F +641 shares

    0.57% of the 13F portfolio, value $1,599,060.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, 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 12,868 shares
    Change vs previous 13F +1,397 shares

    0.52% of the 13F portfolio, value $1,396,564.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, 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 11,471 shares
    Change vs previous 13F +192 shares

    0.42% of the 13F portfolio, value $1,106,378.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, 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 11,279 shares
    Change vs previous 13F +2,425 shares

    0.41% of the 13F portfolio, value $1,091,920.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, 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 8,854 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $800,402.

    13F-HR 0002023568-24-000027 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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