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Disclosery

Keel Point, LLC: XLF position timeline

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

Keel Point, LLC held 5,858 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,858 shares
    Change vs previous 13F -1,137 shares

    0.02% of the 13F portfolio, value $314,047.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 6,995 shares
    Change vs previous 13F -141,856 shares

    0.02% of the 13F portfolio, value $345,343.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 148,851 shares
    Change vs previous 13F -12,111 shares

    0.49% of the 13F portfolio, value $8,152,569.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 160,962 shares
    Change vs previous 13F -41,188 shares

    0.53% of the 13F portfolio, value $8,671,023.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 202,150 shares
    Change vs previous 13F -289 shares

    0.7% of the 13F portfolio, value $10,586,576.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 202,439 shares
    Change vs previous 13F +77,393 shares

    0.78% of the 13F portfolio, value $10,083,485.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 125,046 shares
    Change vs previous 13F +35,019 shares

    0.48% of the 13F portfolio, value $6,043,477.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 90,027 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,080,024.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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