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Disclosery

Global Financial Private Client, LLC: XLF position timeline

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

Global Financial Private Client, LLC held 30,625 XLF 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 30,625 shares
    Change vs previous 13F +458 shares

    0.45% of the 13F portfolio, value $1,641,815.

    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 30,167 shares
    Change vs previous 13F +735 shares

    0.49% of the 13F portfolio, value $1,489,335.

    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 29,432 shares
    Change vs previous 13F -248 shares

    0.57% of the 13F portfolio, value $1,612,005.

    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 29,680 shares
    Change vs previous 13F -51 shares

    0.57% of the 13F portfolio, value $1,598,857.

    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 29,731 shares
    Change vs previous 13F +7,612 shares

    0.58% of the 13F portfolio, value $1,556,990.

    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 22,119 shares
    Change vs previous 13F +175 shares

    0.42% of the 13F portfolio, value $1,101,759.

    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 21,944 shares
    Change vs previous 13F +799 shares

    0.4% of the 13F portfolio, value $1,060,593.

    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 21,145 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $958,306.

    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).