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HARRELL INVESTMENT PARTNERS, LLC: XLF position timeline

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

HARRELL INVESTMENT PARTNERS, LLC held 53,286 XLF shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 53,286 shares
    Change vs previous 13F -20 shares

    0.61% of the 13F portfolio, value $2,845,462.

    13F-HR 0001951757-26-001660 filed by HARRELL INVESTMENT PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 53,306 shares
    Change vs previous 13F +398 shares

    0.62% of the 13F portfolio, value $2,857,737.

    13F-HR 0001951757-26-000984 filed by HARRELL INVESTMENT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 52,908 shares
    Change vs previous 13F -2,312 shares

    0.62% of the 13F portfolio, value $2,612,089.

    13F-HR 0001951757-26-000699 filed by HARRELL INVESTMENT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 55,220 shares
    Change vs previous 13F +2,202 shares

    0.71% of the 13F portfolio, value $3,024,410.

    13F-HR 0001951757-26-000150 filed by HARRELL INVESTMENT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 53,018 shares
    Change vs previous 13F -2,000 shares

    0.67% of the 13F portfolio, value $2,856,081.

    13F-HR 0001951757-25-001185 filed by HARRELL INVESTMENT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 55,018 shares
    Change vs previous 13F -150,319 shares

    0.73% of the 13F portfolio, value $2,881,295.

    13F-HR 0001951757-25-000860 filed by HARRELL INVESTMENT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 205,337 shares
    Change vs previous 13F -1,830 shares

    3.03% of the 13F portfolio, value $10,227,857.

    13F-HR 0001951757-25-000389 filed by HARRELL INVESTMENT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 207,167 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $10,012,375.

    13F-HR 0001951757-25-000082 filed by HARRELL INVESTMENT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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