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Disclosery

L.M. KOHN & COMPANY: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on XLF, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 6,660 XLF shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 6,660 shares
    Change vs previous 13F -6,101 shares

    0.43% of the 13F portfolio, value $358,774.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 12,761 shares
    Change vs previous 13F -137 shares

    0.18% of the 13F portfolio, value $668,294.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 12,898 shares
    Change vs previous 13F -11,220 shares

    0.17% of the 13F portfolio, value $642,443.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 24,118 shares
    Change vs previous 13F +9,658 shares

    0.3% of the 13F portfolio, value $1,165,644.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 14,460 shares
    Change vs previous 13F -22 shares

    0.17% of the 13F portfolio, value $655,324.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 14,482 shares
    Change vs previous 13F +328 shares

    0.16% of the 13F portfolio, value $595,375.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 14,154 shares
    Change vs previous 13F -650 shares

    0.17% of the 13F portfolio, value $596,166.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 14,804 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $556,630.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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