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Disclosery

HERBST GROUP, LLC: XLF position timeline

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

HERBST GROUP, LLC held 53,312 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,312 shares
    Change vs previous 13F -10,567 shares

    1.56% of the 13F portfolio, value $2,858,069.

    13F-HR 0001951757-26-000974 filed by HERBST GROUP, 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 63,879 shares
    Change vs previous 13F -13,506 shares

    1.95% of the 13F portfolio, value $3,153,718.

    13F-HR 0001951757-26-000559 filed by HERBST GROUP, 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 77,385 shares
    Change vs previous 13F +1,281 shares

    2.49% of the 13F portfolio, value $4,238,390.

    13F-HR 0001951757-26-000173 filed by HERBST GROUP, 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 76,104 shares
    Change vs previous 13F +50,585 shares

    2.55% of the 13F portfolio, value $4,099,736.

    13F-HR 0001951757-25-001437 filed by HERBST GROUP, 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 25,519 shares
    Change vs previous 13F -400 shares

    0.8% of the 13F portfolio, value $1,336,443.

    13F-HR 0001951757-25-000832 filed by HERBST GROUP, 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 25,919 shares
    Change vs previous 13F +753 shares

    0.91% of the 13F portfolio, value $1,291,037.

    13F-HR 0001951757-25-000292 filed by HERBST GROUP, 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 25,166 shares
    Change vs previous 13F +835 shares

    0.76% of the 13F portfolio, value $1,216,285.

    13F-HR 0001951757-25-000041 filed by HERBST GROUP, 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 24,331 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,102,692.

    13F-HR 0001951757-24-000985 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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