LightSquare Wealth Management, LLC: XLF position timeline

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

LightSquare Wealth Management, LLC held 99,827 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 99,827 shares
Change vs previous 13F -7,262 shares
3.69% of the 13F portfolio, value $5,351,738.
13F-HR 0001754960-26-000679 filed by LightSquare Wealth Management, LLC
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 107,089 shares
Change vs previous 13F not available
3.96% of the 13F portfolio, value $5,286,994.
13F-HR 0001754960-26-000373 filed by LightSquare Wealth Management, LLC
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).