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INVICTUS PRIVATE WEALTH, LLC: XLF position timeline

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

INVICTUS PRIVATE WEALTH, LLC held 944,769 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 944,769 shares
    Change vs previous 13F +25,524 shares

    2.72% of the 13F portfolio, value $50,649,066.

    13F-HR 0001172661-26-002832 filed by INVICTUS PRIVATE WEALTH, 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 919,245 shares
    Change vs previous 13F +33,562 shares

    2.81% of the 13F portfolio, value $45,383,125.

    13F-HR 0001172661-26-001764 filed by INVICTUS PRIVATE WEALTH, 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 885,683 shares
    Change vs previous 13F +31,224 shares

    2.94% of the 13F portfolio, value $48,508,903.

    13F-HR 0001172661-26-000744 filed by INVICTUS PRIVATE WEALTH, 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 854,459 shares
    Change vs previous 13F +19,513 shares

    2.88% of the 13F portfolio, value $46,029,707.

    13F-HR 0001172661-25-004671 filed by INVICTUS PRIVATE WEALTH, 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 834,946 shares
    Change vs previous 13F +29,554 shares

    2.99% of the 13F portfolio, value $43,726,122.

    13F-HR 0001172661-25-002723 filed by INVICTUS PRIVATE WEALTH, 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 805,392 shares
    Change vs previous 13F +24,332 shares

    3.18% of the 13F portfolio, value $40,116,575.

    13F-HR 0001172661-25-001619 filed by INVICTUS PRIVATE WEALTH, 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 781,060 shares
    Change vs previous 13F +1,780 shares

    2.87% of the 13F portfolio, value $37,748,630.

    13F-HR 0001172661-25-001069 filed by INVICTUS PRIVATE WEALTH, 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 779,280 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $35,316,969.

    13F-HR 0001172661-24-004409 filed by INVICTUS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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