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Disclosery

Global Financial Private Client, LLC: XLSR position timeline

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

Global Financial Private Client, LLC held 72,815 XLSR 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 72,815 shares
    Change vs previous 13F +6,280 shares

    1.28% of the 13F portfolio, value $4,722,781.

    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 66,535 shares
    Change vs previous 13F +2,458 shares

    1.26% of the 13F portfolio, value $3,841,731.

    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 64,077 shares
    Change vs previous 13F +2,026 shares

    1.4% of the 13F portfolio, value $3,992,638.

    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 62,051 shares
    Change vs previous 13F +6,739 shares

    1.32% of the 13F portfolio, value $3,698,860.

    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 55,312 shares
    Change vs previous 13F +4,235 shares

    1.14% of the 13F portfolio, value $3,037,735.

    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 51,077 shares
    Change vs previous 13F +1,484 shares

    0.99% of the 13F portfolio, value $2,593,179.

    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 49,593 shares
    Change vs previous 13F +1,124 shares

    0.99% of the 13F portfolio, value $2,650,250.

    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 48,469 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,512,391.

    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).