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Investment Insight Wealth Management, LLC: XLF position timeline

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

Investment Insight Wealth Management, LLC held 4,045 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,045 shares
    Change vs previous 13F -999 shares

    0.19% of the 13F portfolio, value $216,874.

    13F-HR 0001172661-26-002799 filed by Investment Insight Wealth Management, 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 5,044 shares
    Change vs previous 13F +924 shares

    0.27% of the 13F portfolio, value $249,042.

    13F-HR 0001172661-26-001561 filed by Investment Insight Wealth Management, 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 4,120 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $225,625.

    13F-HR 0001172661-26-001322 filed by Investment Insight Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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